First Western Trust Bank’s Brookfield BN Stock Holding History

First Western Trust Bank’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	$220K	Hold	5,428	–	–	0.01%	197
2025 Q4	$249K	Sell	5,428 -1	-0%	-$46	0.01%	176
2025 Q3	$248K	Hold	5,429	–	–	0.01%	174
2025 Q2	$224K	Buy	+5,429	New	+$201K	0.01%	184
2025 Q1	–	Sell	-5,429	Closed	-$208K	–	190
2024 Q4	$208K	Sell	5,429 -717	-12%	-$27K	0.01%	191
2024 Q3	$218K	Sell	6,146 -1,926	-24%	-$60.8K	0.01%	191
2024 Q2	$224K	Sell	8,072 -2,590	-24%	-$72.1K	0.01%	181
2024 Q1	$298K	Hold	10,662	–	–	0.01%	161
2023 Q4	$285K	Buy	+10,662	New	+$242K	0.01%	167

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

First Western Trust Bank's BN Position: Q1 2026 in Review

First Western Trust Bank held its Brookfield (BN) position steady in Q1 2026 at 5,428 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #197.

First Western Trust Bank first reported a position in BN in Q4 2023 and has held it in 9 quarters since. The position peaked at $298K in Q1 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

First Western Trust Bank held 5,428 shares of Brookfield worth $220K as of Q1 2026.
First Western Trust Bank left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #197 holding.
First Western Trust Bank first reported a position in Brookfield in Q4 2023 and has held it in 9 quarters since.
First Western Trust Bank's Brookfield position peaked at $298K in Q1 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.