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Financial Gravity Companies’s Brookfield BN Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$51.3K Buy
+1,245
New +$46.1K 0.01% 294

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 $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Financial Gravity Companies's BN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Brookfield (BN) in Q2 2025: 1,245 shares worth $51.3K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Financial Gravity Companies held 1,245 shares of Brookfield worth $51.3K as of Q2 2025.
  • Brookfield was a new Financial Gravity Companies position in Q2 2025.
  • Brookfield made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #294 holding.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.