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Gibbs Wealth Management’s Brookfield BN Stock Holding History

Gibbs Wealth 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 		$390K Buy
9,625
+2,659
+38% +$118K 0.05% 346
2025
Q4 		$332K Sell
6,966
-999
-13% -$45.6K 0.08% 260
2025
Q3 		$364K Sell
7,965
-1,128
-12% -$50K 0.08% 248
2025
Q2 		$375K Buy
9,093
+648
+8% +$24K 0.07% 260
2025
Q1 		$295K Buy
8,445
+765
+10% +$28.9K 0.07% 256
2024
Q4 		$294K Sell
7,680
-263
-3% -$9.91K 0.08% 232
2024
Q3 		$281K Buy
+7,943
New +$251K 0.09% 225

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Gibbs Wealth Management's BN Position: Q1 2026 in Review

Gibbs Wealth Management increased its Brookfield (BN) stake by 38% in Q1 2026, buying an estimated $118K and bringing the position to 9,625 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #346.

Gibbs Wealth Management first reported a position in BN in Q3 2024 and has held it in 7 quarters since. 918 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Gibbs Wealth Management held 9,625 shares of Brookfield worth $390K as of Q1 2026.
  • Gibbs Wealth Management bought 2,659 Brookfield shares in Q1 2026, an estimated $118K.
  • Brookfield made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Gibbs Wealth Management first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
  • 918 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.