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 -57,067	-85%	-$2.11M	0.04%	198
2025 Q1	$2.34M	Buy	66,885 +37,824	+130%	+$1.43M	0.1%	139
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	0.29%	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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Mirabella Financial Services's BN Position: Q4 2025 in Review

Mirabella Financial Services sold out of Brookfield (BN) in Q4 2025, closing a stake of 24,840 shares — an estimated $1.13M sold.

Mirabella Financial Services first reported a position in BN in Q3 2022 and held it in 6 quarters. The position peaked at $4.9M in Q3 2022. 938 funds tracked by Wall St. Rank hold BN as of Q4 2025.

Mirabella Financial Services reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
Mirabella Financial Services sold 24,840 Brookfield shares in Q4 2025, an estimated $1.13M.
Mirabella Financial Services first reported a position in Brookfield in Q3 2022 and held it in 6 quarters.
Mirabella Financial Services's Brookfield position peaked at $4.9M in Q3 2022.
938 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.