Mirabella Financial Services’s Brookfield BN Stock Holding History

Mirabella Financial 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
2025 Q4	–	Sell	-24,840	Closed	-$1.13M	–	684
2025 Q3	$1.13M	Buy	24,840 +15,022	+153%	+$666K	0.1%	172
2025 Q2	$406K	Sell	9,818 -123,952	-93%	-$4.59M	0.04%	198
2025 Q1	$4.68M	Buy	133,770 +104,709	+360%	+$3.96M	0.09%	140
2024 Q4	$1.11M	Buy	+29,061	New	+$1.09M	0.1%	157
2023 Q4	–	Sell	-100,272	Closed	-$2.09M	–	442
2023 Q3	$2.09M	Buy	+100,272	New	+$2.26M	0.3%	97
2022 Q4	–	Sell	-223,449	Closed	-$4.9M	–	403
2022 Q3	$4.9M	Buy	+223,449	New	+$5.79M	0.51%	28

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group

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

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

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