O'Brien Wealth Partners’s Brookfield BN Stock Holding History

O'Brien 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
2025 Q4	$481K	Sell	10,475 -1	-0%	-$46	0.06%	62
2025 Q3	$479K	Buy	+10,476	New	+$464K	0.06%	55

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

O'Brien Wealth Partners's BN Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Brookfield (BN) stake by 0.01% in Q4 2025, selling an estimated $46 and leaving 10,475 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #62.

O'Brien Wealth Partners first reported a position in BN in Q3 2025 and has held it in 2 quarters since. 938 funds tracked by Wall St. Rank hold BN as of Q4 2025.

O'Brien Wealth Partners held 10,475 shares of Brookfield worth $481K as of Q4 2025.
O'Brien Wealth Partners sold 1 Brookfield share in Q4 2025, an estimated $46.
Brookfield made up 0.06% of O'Brien Wealth Partners's portfolio in Q4 2025, its #62 holding.
O'Brien Wealth Partners first reported a position in Brookfield in Q3 2025 and has held it in 2 quarters since.
938 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.