Golden State Equity Partners’s Brookfield BN Stock Holding History

Golden State Equity Partners’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	$253K	Sell	6,240 -1	-0%	-$44	0.02%	608
2025 Q4	$286K	Buy	6,241 +50	+0.8%	+$2.28K	0.05%	404
2025 Q3	$283K	Sell	6,191 -100	-2%	-$4.43K	0.05%	360
2025 Q2	$259K	Sell	6,291 -644	-9%	-$23.9K	0.05%	365
2025 Q1	$242K	Sell	6,935 -1,026	-13%	-$38.8K	0.05%	375
2024 Q4	$305K	Buy	7,961 +1,527	+24%	+$57.5K	0.06%	332
2024 Q3	$228K	Sell	6,434 -8,971	-58%	-$283K	0.12%	161
2024 Q2	$427K	Buy	+15,405	New	+$429K	0.09%	250

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

Golden State Equity Partners's BN Position: Q1 2026 in Review

Golden State Equity Partners reduced its Brookfield (BN) stake by 0.02% in Q1 2026, selling an estimated $44 and leaving 6,240 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #608.

Golden State Equity Partners first reported a position in BN in Q2 2024 and has held it in 8 quarters since. The position peaked at $427K in Q2 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Golden State Equity Partners held 6,240 shares of Brookfield worth $253K as of Q1 2026.
Golden State Equity Partners sold 1 Brookfield share in Q1 2026, an estimated $44.
Brookfield made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #608 holding.
Golden State Equity Partners first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
Golden State Equity Partners's Brookfield position peaked at $427K in Q2 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.