Legacy Capital Wealth Partners’s Brookfield BN Stock Holding History

Legacy Capital Wealth Partners’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	$252K	Sell	6,235 -90	-1%	-$3.99K	0.05%	325
2025 Q4	$290K	Sell	6,325 -14	-0.2%	-$638	0.06%	307
2025 Q3	$290K	Sell	6,339 -104	-2%	-$4.61K	0.06%	316
2025 Q2	$266K	Sell	6,443 -1,104	-15%	-$40.9K	0.06%	318
2025 Q1	$264K	Sell	7,547 -1,444	-16%	-$54.6K	0.06%	305
2024 Q4	$344K	Sell	8,991 -11,532	-56%	-$434K	0.09%	245
2024 Q3	$727K	Buy	20,523 +8,590	+72%	+$271K	0.15%	135
2024 Q2	$330K	Buy	+11,933	New	+$332K	0.08%	225
2024 Q1	–	Sell	-11,528	Closed	-$308K	–	142
2023 Q4	$308K	Buy	+11,528	New	+$262K	0.09%	208
2021 Q2	–	Sell	-8,556	Closed	-$204K	–	30
2021 Q1	$204K	Buy	+8,556	New	+$191K	0.08%	80

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

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 $269B 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 $109B AUM 35.56% 1-Year Est. Return