Jamison Private Wealth Management’s Brookfield BN Stock Holding History

Jamison Private 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	$3.14M	Buy	76,131 +102	+0.1%	+$4.52K	0.39%	66
2025 Q4	$3.59M	Sell	76,029 -7,313	-9%	-$333K	0.45%	62
2025 Q3	$3.64M	Buy	83,342 +62,726	+304%	+$2.78M	0.47%	60
2025 Q2	$760K	Sell	20,616 -61,545	-75%	-$2.28M	0.11%	117
2025 Q1	$2.82M	Buy	82,161 +486	+0.6%	+$18.4K	0.43%	60
2024 Q4	$3.08M	Buy	81,675 +37	+0%	+$1.39K	0.46%	56
2024 Q3	$2.81M	Sell	81,638 -150	-0.2%	-$4.73K	0.43%	59
2024 Q2	$2.22M	Sell	81,788 -2,109	-3%	-$58.7K	0.37%	63
2024 Q1	$2.34M	Sell	83,897 -25	-0%	-$674	0.4%	62
2023 Q4	$2.25M	Sell	83,922 -6,500	-7%	-$148K	0.42%	63
2023 Q3	$1.91M	Buy	+90,422	New	+$2.04M	0.4%	67

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 $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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return