First United Bank & Trust’s Brookfield BN Stock Holding History

First United 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
2026 Q2	$6K	Hold	141	–	–	﹤0.01%	360
2026 Q1	$5.71K	Sell	141 -129	-48%	-$5.72K	﹤0.01%	346
2025 Q4	$12.4K	Hold	270	–	–	﹤0.01%	308
2025 Q3	$12.3K	Buy	270 +129	+91%	+$5.72K	﹤0.01%	318
2025 Q2	$5.81K	Hold	141	–	–	﹤0.01%	330
2025 Q1	$4.93K	Buy	+141	New	+$5.33K	﹤0.01%	348

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PSCM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

First United Bank & Trust's BN Position: Q2 2026 in Review

First United Bank & Trust held its Brookfield (BN) position steady in Q2 2026 at 141 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

First United Bank & Trust first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.4K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

First United Bank & Trust held 141 shares of Brookfield worth $6K as of Q2 2026.
First United Bank & Trust left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #360 holding.
First United Bank & Trust first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
First United Bank & Trust's Brookfield position peaked at $12.4K in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.