Golden State Wealth Management’s Brookfield BN Stock Holding History

Golden State 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 Q2	$212K	Buy	4,971 +7	+0.1%	+$313	0.02%	408
2026 Q1	$201K	Buy	4,964 +6	+0.1%	+$266	0.02%	385
2025 Q4	$228K	Buy	4,958 +4,514	+1,017%	+$206K	0.02%	372
2025 Q3	$20.3K	Hold	444	–	–	﹤0.01%	912
2025 Q2	$18.3K	Hold	444	–	–	﹤0.01%	911
2025 Q1	$15.5K	Hold	444	–	–	﹤0.01%	873
2024 Q4	$17K	Buy	+444	New	+$16.7K	﹤0.01%	804

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Golden State Wealth Management's BN Position: Q2 2026 in Review

Golden State Wealth Management increased its Brookfield (BN) stake by 0.14% in Q2 2026, buying an estimated $313 and bringing the position to 4,971 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #408.

Golden State Wealth Management first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Golden State Wealth Management held 4,971 shares of Brookfield worth $212K as of Q2 2026.
Golden State Wealth Management bought 7 Brookfield shares in Q2 2026, an estimated $313.
Brookfield made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #408 holding.
Golden State Wealth Management first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Brookfield position peaked at $228K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.