Pinnacle Wealth Planning Services’s Brookfield BN Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$32.5K	Sell	763 -580	-43%	-$25.9K	﹤0.01%	1547
2026 Q1	$54.4K	Buy	1,343 +197	+17%	+$8.73K	0.01%	1152
2025 Q4	$52.6K	Buy	+1,146	New	+$52.3K	0.01%	1163
2021 Q1	–	Sell	-1,398	Closed	-$31K	–	558
2020 Q4	$31K	Buy	+1,398	New	+$28K	0.01%	981

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 Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

Pinnacle Wealth Planning Services's BN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Brookfield (BN) stake by 43% in Q2 2026, selling an estimated $25.9K and leaving 763 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Pinnacle Wealth Planning Services first reported a position in BN in Q4 2020 and has held it in 4 quarters since. The position peaked at $54.4K in Q1 2026. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Pinnacle Wealth Planning Services held 763 shares of Brookfield worth $32.5K as of Q2 2026.
Pinnacle Wealth Planning Services sold 580 Brookfield shares in Q2 2026, an estimated $25.9K.
Brookfield made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1547 holding.
Pinnacle Wealth Planning Services first reported a position in Brookfield in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Brookfield position peaked at $54.4K in Q1 2026.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.