Institute for Wealth Management’s Brookfield BN Stock Holding History

Institute for 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 Q2	$369K	Hold	8,654	–	–	0.03%	390
2026 Q1	$350K	Buy	8,654 +644	+8%	+$28.5K	0.04%	390
2025 Q4	$368K	Sell	8,010 -2	-0%	-$91	0.04%	384
2025 Q3	$366K	Buy	8,012 +596	+8%	+$26.4K	0.04%	396
2025 Q2	$306K	Buy	+7,416	New	+$275K	0.03%	431
2022 Q3	–	Sell	-23,964	Closed	-$574K	–	468
2022 Q2	$574K	Hold	23,964	–	–	0.11%	241
2022 Q1	$731K	Buy	+23,964	New	+$716K	0.12%	214

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

Institute for Wealth Management's BN Position: Q2 2026 in Review

Institute for Wealth Management held its Brookfield (BN) position steady in Q2 2026 at 8,654 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #390.

Institute for Wealth Management first reported a position in BN in Q1 2022 and has held it in 7 quarters since. The position peaked at $731K in Q1 2022. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Institute for Wealth Management held 8,654 shares of Brookfield worth $369K as of Q2 2026.
Institute for Wealth Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #390 holding.
Institute for Wealth Management first reported a position in Brookfield in Q1 2022 and has held it in 7 quarters since.
Institute for Wealth Management's Brookfield position peaked at $731K in Q1 2022.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.