Pittenger & Anderson Inc’s Brookfield BN Stock Holding History

Pittenger & Anderson Inc’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	$197K	Buy	4,873 +140	+3%	+$6.21K	0.01%	229
2025 Q4	$217K	Buy	4,733 +947	+25%	+$43.2K	0.01%	225
2025 Q3	$173K	Buy	3,786 +1,596	+73%	+$70.7K	0.01%	233
2025 Q2	$90.3K	Sell	2,190 -206	-9%	-$7.63K	﹤0.01%	259
2025 Q1	$83.7K	Buy	2,396 +51	+2%	+$1.93K	﹤0.01%	261
2024 Q4	$89.8K	Buy	2,345 +305	+15%	+$11.5K	﹤0.01%	269
2024 Q3	$72.3K	Hold	2,040	–	–	﹤0.01%	282
2024 Q2	$56.5K	Buy	2,040 +183	+10%	+$5.1K	﹤0.01%	293
2024 Q1	$51.8K	Buy	1,857 +930	+100%	+$25.1K	﹤0.01%	292
2023 Q4	$24.8K	Sell	927 -273	-23%	-$6.2K	﹤0.01%	324
2023 Q3	$25K	Hold	1,200	–	–	﹤0.01%	305
2023 Q2	$26.9K	Hold	1,200	–	–	﹤0.01%	307
2023 Q1	$26.1K	Buy	1,200 +315	+36%	+$7.09K	﹤0.01%	306
2022 Q4	$18.6K	Sell	885 -43	-5%	-$964	﹤0.01%	314
2022 Q3	$20K	Buy	+928	New	+$24K	﹤0.01%	312
2020 Q1	–	Sell	-112,151	Closed	-$2.31M	–	358
2019 Q4	$2.31M	Buy	+112,151	New	+$2.24M	0.15%	141

Other funds holding BN

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

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