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Global Financial Private Client’s Brookfield BN Stock Holding History

Global Financial Private Client’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 		– Sell
-239
Closed -$8.33K – 392
2025
Q1 		$8.33K Hold
239
– – ﹤0.01% 609
2024
Q4 		$9.13K Hold
239
– – ﹤0.01% 562
2024
Q3 		$8.45K Buy
+239
New +$7.54K ﹤0.01% 583

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

Global Financial Private Client's BN Position: Q2 2025 in Review

Global Financial Private Client sold out of Brookfield (BN) in Q2 2025, closing a stake of 239 shares — an estimated $8.33K sold.

Global Financial Private Client first reported a position in BN in Q3 2024 and held it in 3 quarters. The position peaked at $9.13K in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Global Financial Private Client reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 239 Brookfield shares in Q2 2025, an estimated $8.33K.
  • Global Financial Private Client first reported a position in Brookfield in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Brookfield position peaked at $9.13K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.