MSFP
BN icon

Mark Sheptoff Financial Planning’s Brookfield BN Stock Holding History

Mark Sheptoff Financial Planning’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 		$3.31K Hold
72
– – ﹤0.01% 464
2025
Q4 		$3.31K Hold
72
– – ﹤0.01% 459
2025
Q3 		$3.29K Buy
+72
New +$3.19K ﹤0.01% 435

Other funds holding BN

PVI
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
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
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
BC
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

Mark Sheptoff Financial Planning's BN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Brookfield (BN) position steady in Q1 2026 at 72 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Mark Sheptoff Financial Planning first reported a position in BN in Q3 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 72 shares of Brookfield worth $3.31K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Brookfield share count unchanged in Q1 2026.
  • Brookfield made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #464 holding.
  • Mark Sheptoff Financial Planning first reported a position in Brookfield in Q3 2025 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.