Highline Wealth Partners’s Brookfield BN Stock Holding History

Highline Wealth 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	$15.7K	Sell	369 -11	-3%	-$492	﹤0.01%	441
2026 Q1	$15.4K	Buy	380 +218	+135%	+$9.66K	﹤0.01%	351
2025 Q4	$7.43K	Sell	162 -189	-54%	-$8.62K	﹤0.01%	460
2025 Q3	$16K	Buy	351 +186	+113%	+$8.24K	﹤0.01%	319
2025 Q2	$6.8K	Buy	165 +31	+23%	+$1.15K	﹤0.01%	396
2025 Q1	$4.66K	Buy	134 +9	+7%	+$340	﹤0.01%	442
2024 Q4	$4.77K	Hold	125	–	–	﹤0.01%	345
2024 Q3	$4.41K	Buy	125 +42	+51%	+$1.33K	﹤0.01%	357
2024 Q2	$2.29K	Buy	+83	New	+$2.31K	﹤0.01%	379

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

Highline Wealth Partners's BN Position: Q2 2026 in Review

Highline Wealth Partners reduced its Brookfield (BN) stake by 2.9% in Q2 2026, selling an estimated $492 and leaving 369 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Highline Wealth Partners first reported a position in BN in Q2 2024 and has held it in 9 quarters since. The position peaked at $16K in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Highline Wealth Partners held 369 shares of Brookfield worth $15.7K as of Q2 2026.
Highline Wealth Partners sold 11 Brookfield shares in Q2 2026, an estimated $492.
Brookfield made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #441 holding.
Highline Wealth Partners first reported a position in Brookfield in Q2 2024 and has held it in 9 quarters since.
Highline Wealth Partners's Brookfield position peaked at $16K in Q3 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.