EverSource Wealth Advisors’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

EverSource Wealth Advisors’s Portfolio BBUC Stock Details BBUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.52K	Sell	118 -60	-34%	-$1.99K	﹤0.01%	3461
2026 Q1	$5.63K	Sell	178 -370	-68%	-$12.7K	﹤0.01%	3214
2025 Q4	$19.7K	Buy	548 +343	+167%	+$12K	﹤0.01%	2394
2025 Q3	$6.87K	Buy	205 +69	+51%	+$2.23K	﹤0.01%	3005
2025 Q2	$4.24K	Buy	136 +112	+467%	+$3.06K	﹤0.01%	3228
2025 Q1	$639	Buy	24 +17	+243%	+$432	﹤0.01%	3377
2024 Q4	$170	Buy	+7	New	+$179	﹤0.01%	3462

Other funds holding BBUC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

EverSource Wealth Advisors's BBUC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 34% in Q2 2026, selling an estimated $1.99K and leaving 118 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

EverSource Wealth Advisors first reported a position in BBUC in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q4 2025. 149 funds tracked by Wall St. Rank hold BBUC as of Q2 2026.

EverSource Wealth Advisors held 118 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $3.52K as of Q2 2026.
EverSource Wealth Advisors sold 60 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q2 2026, an estimated $1.99K.
Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3461 holding.
EverSource Wealth Advisors first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $19.7K in Q4 2025.
149 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.