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
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 $9.8B AUM 0.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Financial Gravity Asset Management's BN Position: Q1 2026 in Review

Financial Gravity Asset Management held its Brookfield (BN) position steady in Q1 2026 at 1,245 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Financial Gravity Asset Management first reported a position in BN in Q1 2019 and has held it in 8 quarters since. The position peaked at $96K in Q2 2019. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Financial Gravity Asset Management held 1,245 shares of Brookfield worth $50.4K as of Q1 2026.
Financial Gravity Asset Management left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #301 holding.
Financial Gravity Asset Management first reported a position in Brookfield in Q1 2019 and has held it in 8 quarters since.
Financial Gravity Asset Management's Brookfield position peaked at $96K in Q2 2019.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.