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FineMark National Bank & Trust’s Brookfield BN Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-7,500
Closed -$309K – 460
2025
Q2 		$309K Buy
+7,500
New +$278K 0.01% 375
2018
Q4 		– Sell
-12,716
Closed -$202K – 333
2018
Q3 		$202K Sell
12,716
-1,121
-8% -$17K 0.01% 311
2018
Q2 		$200K Buy
+13,837
New +$198K 0.01% 386
2017
Q1 		– Sell
-8,408
Closed -$99K – 443
2016
Q4 		$99K Sell
8,408
-493
-6% -$6.01K 0.01% 466
2016
Q3 		$112K Sell
8,901
-5,729
-39% -$70.2K 0.01% 429
2016
Q2 		$173K Buy
14,630
+5,515
+61% +$66K 0.02% 326
2016
Q1 		$111K Buy
9,115
+276
+3% +$2.97K 0.01% 406
2015
Q4 		$98K Sell
8,839
-3
-0% -$35 0.01% 445
2015
Q3 		$97K Sell
8,842
-1,537
-15% -$17.9K 0.01% 466
2015
Q2 		$127K Sell
10,379
-12,246
-54% -$156K 0.02% 423
2015
Q1 		$284K Hold
22,625
– – 0.04% 286
2014
Q4 		$266K Buy
22,625
+4,250
+23% +$47.8K 0.04% 297
2014
Q3 		$193K Buy
18,375
+3,985
+28% +$42.9K 0.03% 347
2014
Q2 		$148K Hold
14,390
– – 0.02% 380
2014
Q1 		$138K Buy
14,390
+9,051
+170% +$82.5K 0.03% 382
2013
Q4 		$49K Buy
+5,339
New +$48.6K 0.01% 579
2013
Q3 		– Sell
-149
Closed -$1K – 1527
2013
Q2 		$1K Buy
+149
New +$1.28K ﹤0.01% 1320

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

FineMark National Bank & Trust's BN Position: Q3 2025 in Review

FineMark National Bank & Trust sold out of Brookfield (BN) in Q3 2025, closing a stake of 7,500 shares — an estimated $309K sold.

FineMark National Bank & Trust first reported a position in BN in Q2 2013 and held it in 17 quarters. The position peaked at $309K in Q2 2025. 879 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • FineMark National Bank & Trust reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 7,500 Brookfield shares in Q3 2025, an estimated $309K.
  • FineMark National Bank & Trust first reported a position in Brookfield in Q2 2013 and held it in 17 quarters.
  • FineMark National Bank & Trust's Brookfield position peaked at $309K in Q2 2025.
  • 879 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on FineMark National Bank & Trust's 13F filing for Q3 2025, filed 12 Nov 2025.