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Financial Gravity Asset Management’s Brookfield BN Stock Holding History

Financial Gravity Asset Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.4K Hold
1,245
– – 0.01% 301
2025
Q4 		$57.1K Hold
1,245
– – 0.01% 235
2025
Q3 		$56.9K Buy
+1,245
New +$55.2K 0.01% 281
2025
Q1 		$74.9K Buy
+2,144
New +$81K 0.02% 251
2024
Q2 		– Sell
-89
Closed -$2.46K – 1575
2024
Q1 		$2.46K Buy
+89
New +$2.4K ﹤0.01% 1031
2023
Q3 		– Sell
-51
Closed -$77 – 1296
2023
Q2 		$77 Buy
51
+31
+155% +$657 ﹤0.01% 1336
2023
Q1 		$0 Sell
20
-27
-57% -$608 ﹤0.01% 1190
2022
Q4 		$72 Sell
47
-1,246
-96% -$27.9K ﹤0.01% 1177
2022
Q3 		$3.24K Sell
1,293
-258
-17% -$6.68K 0.11% 199
2022
Q2 		$4.48K Buy
1,551
+1,339
+632% +$35.8K 0.14% 153
2022
Q1 		$17 Buy
212
+101
+91% +$3.02K ﹤0.01% 727
2021
Q4 		$2 Buy
+111
New +$3.51K ﹤0.01% 928
2020
Q2 		– Sell
-426
Closed -$6 – 120
2020
Q1 		$6 Sell
426
-1,309
-75% -$26.9K ﹤0.01% 1051
2019
Q4 		$36K Sell
1,735
-1,121
-39% -$22.3K 0.02% 789
2019
Q3 		$54K Sell
2,856
-2,769
-49% -$50.1K 0.05% 281
2019
Q2 		$96K Buy
5,625
+4,187
+291% +$70.8K 0.08% 232
2019
Q1 		$24K Buy
+1,438
New +$22.4K 0.02% 412

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return