Pinnacle Wealth Planning Services
BBUC icon

Pinnacle Wealth Planning Services’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.39K Sell
172
-45
-21% -$1.29K ﹤0.01% 2327
2026
Q2 		$6.48K Sell
217
-196
-47% -$6.48K ﹤0.01% 2225
2026
Q1 		$13.1K Sell
413
-140
-25% -$4.81K ﹤0.01% 1896
2025
Q4 		$19.8K Buy
+553
New +$19.4K ﹤0.01% 1719

Other funds holding BBUC

OMERS Administration Corp
OMERS Administration Corp Toronto, Ontario, Canada $16.3B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's BBUC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 21% in Q3 2026, selling an estimated $1.29K and leaving 172 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Pinnacle Wealth Planning Services first reported a position in BBUC in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.8K in Q4 2025. 114 funds tracked by Wall St. Rank hold BBUC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 172 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $4.39K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 45 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q3 2026, an estimated $1.29K.
  • Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2327 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $19.8K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.