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IHT Wealth Management’s Brookfield BN Stock Holding History

IHT 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
Q1 		$385K Sell
9,503
-179
-2% -$7.93K 0.01% 926
2025
Q4 		$446K Sell
9,682
-970
-9% -$44.2K 0.01% 814
2025
Q3 		$440K Buy
10,652
+216
+2% +$9.57K 0.01% 785
2025
Q2 		$430K Sell
10,436
-891
-8% -$33K 0.01% 751
2025
Q1 		$402K Sell
11,327
-2,325
-17% -$87.9K 0.01% 743
2024
Q4 		$523K Sell
13,652
-2,914
-18% -$110K 0.02% 669
2024
Q3 		$593K Buy
16,566
+2,862
+21% +$90.3K 0.02% 671
2024
Q2 		$384K Buy
13,704
+178
+1% +$4.96K 0.01% 718
2024
Q1 		$378K Buy
13,526
+383
+3% +$10.3K 0.02% 721
2023
Q4 		$352K Buy
13,143
+1,765
+16% +$40.1K 0.02% 708
2023
Q3 		$237K Sell
11,378
-597
-5% -$13.4K 0.01% 819
2023
Q2 		$269K Sell
11,975
-604
-5% -$12.8K 0.01% 766
2023
Q1 		$273K Buy
12,579
+3,039
+32% +$68.4K 0.02% 730
2022
Q4 		$271K Sell
9,540
-3,578
-27% -$80.2K 0.02% 694
2022
Q3 		$289K Buy
+13,118
New +$340K 0.02% 637
2022
Q1 		– Sell
-7,680
Closed -$250K – 777
2021
Q4 		$250K Sell
7,680
-276
-3% -$8.73K 0.02% 674
2021
Q3 		$229K Sell
7,956
-26
-0.3% -$759 0.02% 690
2021
Q2 		$219K Buy
+7,982
New +$204K 0.01% 837
2018
Q2 		– Sell
-3,621
Closed -$50K – 532
2018
Q1 		$50K Buy
3,621
+5
+0.1% +$72 0.01% 676
2017
Q4 		$56K Hold
3,616
– – 0.01% 662
2017
Q3 		$54K Buy
+3,616
New +$50.7K 0.02% 497

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

IHT Wealth Management's BN Position: Q1 2026 in Review

IHT Wealth Management reduced its Brookfield (BN) stake by 1.8% in Q1 2026, selling an estimated $7.93K and leaving 9,503 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #926.

IHT Wealth Management first reported a position in BN in Q3 2017 and has held it in 21 quarters since. The position peaked at $593K in Q3 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • IHT Wealth Management held 9,503 shares of Brookfield worth $385K as of Q1 2026.
  • IHT Wealth Management sold 179 Brookfield shares in Q1 2026, an estimated $7.93K.
  • Brookfield made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #926 holding.
  • IHT Wealth Management first reported a position in Brookfield in Q3 2017 and has held it in 21 quarters since.
  • IHT Wealth Management's Brookfield position peaked at $593K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.