Level Four Advisory Services’s Brookfield BN Stock Holding History

Level Four Advisory Services’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	–	Sell	-4,464	Closed	-$205K	–	870
2025 Q4	$205K	Buy	4,464 +6	+0.1%	+$274	0.01%	807
2025 Q3	$204K	Buy	+4,458	New	+$198K	0.01%	770

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

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 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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Level Four Advisory Services's BN Position: Q1 2026 in Review

Level Four Advisory Services sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,464 shares — an estimated $205K sold.

Level Four Advisory Services first reported a position in BN in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Level Four Advisory Services reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 4,464 Brookfield shares in Q1 2026, an estimated $205K.
Level Four Advisory Services first reported a position in Brookfield in Q3 2025 and held it in 2 quarters.
Level Four Advisory Services's Brookfield position peaked at $205K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.