HWM
BN icon

HighMark Wealth Management’s Brookfield BN Stock Holding History

HighMark 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
2025
Q3 		– Sell
-2
Closed -$50 – 617
2025
Q2 		$50 Hold
2
– – ﹤0.01% 608
2025
Q1 		$42 Hold
2
– – ﹤0.01% 568
2024
Q4 		$46 Hold
2
– – ﹤0.01% 568
2024
Q3 		$43 Hold
2
– – ﹤0.01% 585
2024
Q2 		$33 Hold
2
– – ﹤0.01% 579
2024
Q1 		$34 Hold
2
– – ﹤0.01% 561
2023
Q4 		$32 Hold
2
– – ﹤0.01% 573
2023
Q3 		$25 Hold
2
– – ﹤0.01% 565
2023
Q2 		$27 Hold
2
– – ﹤0.01% 559
2023
Q1 		$26 Hold
2
– – ﹤0.01% 602
2022
Q4 		$25 Hold
2
– – ﹤0.01% 539
2022
Q3 		$0 Hold
2
– – ﹤0.01% 522
2022
Q2 		$0 Hold
2
– – ﹤0.01% 516
2022
Q1 		$0 Hold
2
– – ﹤0.01% 511
2021
Q4 		$0 Hold
2
– – ﹤0.01% 499
2021
Q3 		$0 Buy
+2
New +$58 ﹤0.01% 504

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 $528B 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 $245B 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 $97.7B AUM 31.26% 1-Year Est. Return