Plan A Wealth’s Brookfield BN Stock Holding History

Plan A Wealth’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	–	Sell	-10,004	Closed	-$405K	–	196
2026 Q1	$405K	Hold	10,004	–	–	0.19%	88
2025 Q4	$459K	Sell	10,004 -1	-0%	-$46	0.22%	79
2025 Q3	$457K	Hold	10,005	–	–	0.23%	78
2025 Q2	$413K	Hold	10,005	–	–	0.23%	83
2025 Q1	$350K	Hold	10,005	–	–	0.27%	64
2024 Q4	$383K	Buy	+10,005	New	+$377K	0.35%	52

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

Plan A Wealth's BN Position: Q2 2026 in Review

Plan A Wealth sold out of Brookfield (BN) in Q2 2026, closing a stake of 10,004 shares — an estimated $405K sold.

Plan A Wealth first reported a position in BN in Q4 2024 and held it in 6 quarters. The position peaked at $459K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Plan A Wealth reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 10,004 Brookfield shares in Q2 2026, an estimated $405K.
Plan A Wealth first reported a position in Brookfield in Q4 2024 and held it in 6 quarters.
Plan A Wealth's Brookfield position peaked at $459K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.