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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
Q2 		– Sell
-6,240
Closed -$253K – 494
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 Sell
7,961
-6,049
-43% -$228K 0.06% 332
2024
Q3 		$496K Sell
14,010
-1,395
-9% -$44K 0.08% 256
2024
Q2 		$427K Buy
+15,405
New +$429K 0.09% 250

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Golden State Equity Partners's BN Position: Q2 2026 in Review

Golden State Equity Partners sold out of Brookfield (BN) in Q2 2026, closing a stake of 6,240 shares — an estimated $253K sold.

Golden State Equity Partners first reported a position in BN in Q2 2024 and held it in 8 quarters. The position peaked at $496K in Q3 2024. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Golden State Equity Partners reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,240 Brookfield shares in Q2 2026, an estimated $253K.
  • Golden State Equity Partners first reported a position in Brookfield in Q2 2024 and held it in 8 quarters.
  • Golden State Equity Partners's Brookfield position peaked at $496K in Q3 2024.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.