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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
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 $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's BN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Brookfield (BN) stake by 17% in Q1 2026, buying an estimated $8.73K and bringing the position to 1,343 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #1152.

Pinnacle Wealth Planning Services first reported a position in BN in Q4 2020 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,343 shares of Brookfield worth $54.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 197 Brookfield shares in Q1 2026, an estimated $8.73K.
  • Brookfield made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1152 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brookfield in Q4 2020 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.