Inscription Capital’s Brookfield BN Stock Holding History

Inscription Capital’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	-8,145	Closed	-$227K	–	498
2025 Q1	$227K	Buy	+8,145	New	+$308K	0.04%	300
2024 Q3	$289K	Hold	8,145	–	–	0.04%	280
2024 Q2	$226K	Hold	8,145	–	–	0.04%	309
2024 Q1	$227K	Buy	+8,145	New	+$220K	0.04%	300
2022 Q4	–	Sell	-9,760	Closed	-$215K	–	202
2022 Q3	$215K	Sell	9,760 -9,220	-49%	-$239K	0.06%	180
2022 Q2	$455K	Buy	18,980 +12,003	+172%	+$321K	0.08%	162
2022 Q1	$213K	Hold	6,977	–	–	0.06%	179
2021 Q4	$227K	Hold	6,977	–	–	0.06%	203
2021 Q3	$201K	Buy	+6,977	New	+$204K	0.06%	204

Other funds holding BN

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 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

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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