HBW
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Hazlett, Burt & Watson’s Brookfield BN Stock Holding History

Hazlett, Burt & Watson’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
-126
Closed -$4K – 796
2025
Q1 		$4K Sell
126
-249
-66% -$9.41K ﹤0.01% 666
2024
Q4 		$15K Hold
375
– – 0.01% 493
2024
Q3 		$13K Buy
375
+1
+0.3% +$32 0.01% 502
2024
Q2 		$10K Hold
374
– – 0.01% 521
2024
Q1 		$10K Hold
374
– – 0.01% 515
2023
Q4 		$10K Hold
374
– – 0.01% 491
2023
Q3 		$8K Buy
374
+125
+50% +$2.82K 0.01% 513
2023
Q2 		$6K Buy
+249
New +$5.28K ﹤0.01% 528

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

Hazlett, Burt & Watson's BN Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Brookfield (BN) in Q2 2025, closing a stake of 126 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in BN in Q2 2023 and held it in 8 quarters. The position peaked at $15K in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 126 Brookfield shares in Q2 2025, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in Brookfield in Q2 2023 and held it in 8 quarters.
  • Hazlett, Burt & Watson's Brookfield position peaked at $15K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.