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 Q2	–	Sell	-6,235	Closed	-$252K	–	382
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

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

Legacy Capital Wealth Partners's BN Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Brookfield (BN) in Q2 2026, closing a stake of 6,235 shares — an estimated $252K sold.

Legacy Capital Wealth Partners first reported a position in BN in Q1 2021 and held it in 10 quarters. The position peaked at $727K in Q3 2024. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 6,235 Brookfield shares in Q2 2026, an estimated $252K.
Legacy Capital Wealth Partners first reported a position in Brookfield in Q1 2021 and held it in 10 quarters.
Legacy Capital Wealth Partners's Brookfield position peaked at $727K in Q3 2024.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.