Prestige Wealth Management Group’s Brookfield BN Stock Holding History

Prestige Wealth Management Group’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	$55.2K	Hold	1,297	–	–	0.01%	260
2026 Q1	$52.5K	Hold	1,297	–	–	0.01%	252
2025 Q4	$59.5K	Sell	1,297 -1	-0.1%	-$46	0.01%	236
2025 Q3	$59.3K	Hold	1,298	–	–	0.01%	247
2025 Q2	$53.5K	Hold	1,298	–	–	0.01%	250
2025 Q1	$45.3K	Hold	1,298	–	–	0.01%	263
2024 Q4	$49.7K	Hold	1,298	–	–	0.01%	257
2024 Q3	$46K	Buy	1,298 +750	+137%	+$23.7K	0.01%	256
2024 Q2	$15.2K	Hold	548	–	–	﹤0.01%	350
2024 Q1	$15.3K	Hold	548	–	–	﹤0.01%	381
2023 Q4	$14.6K	Hold	548	–	–	﹤0.01%	378
2023 Q3	$11.4K	Sell	548 -37	-6%	-$833	﹤0.01%	417
2023 Q2	$13.1K	Hold	585	–	–	﹤0.01%	417
2023 Q1	$12.7K	Hold	585	–	–	﹤0.01%	401
2022 Q4	$12.3K	Sell	585 -139	-19%	-$3.12K	﹤0.01%	422
2022 Q3	$16K	Hold	724	–	–	﹤0.01%	346
2022 Q2	$17K	Buy	724 +678	+1,474%	+$18.1K	﹤0.01%	356
2022 Q1	$1K	Hold	46	–	–	﹤0.01%	849
2021 Q4	$2K	Hold	46	–	–	﹤0.01%	771
2021 Q3	$1K	Hold	46	–	–	﹤0.01%	865
2021 Q2	$1K	Sell	46 -1	-2%	-$26	﹤0.01%	860
2021 Q1	$1K	Sell	47 -58	-55%	-$1.29K	﹤0.01%	854
2020 Q4	$2K	Sell	105 -112	-52%	-$2.24K	﹤0.01%	730
2020 Q3	$4K	Hold	217	–	–	﹤0.01%	556
2020 Q2	$4K	Sell	217 -32	-13%	-$562	﹤0.01%	543
2020 Q1	$4K	Buy	+249	New	+$5.12K	﹤0.01%	512
2019 Q1	–	Sell	-297	Closed	-$4K	–	575
2018 Q4	$4K	Buy	+297	New	+$4.43K	﹤0.01%	626

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

Prestige Wealth Management Group's BN Position: Q2 2026 in Review

Prestige Wealth Management Group held its Brookfield (BN) position steady in Q2 2026 at 1,297 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #260.

Prestige Wealth Management Group first reported a position in BN in Q4 2018 and has held it in 27 quarters since. The position peaked at $59.5K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Prestige Wealth Management Group held 1,297 shares of Brookfield worth $55.2K as of Q2 2026.
Prestige Wealth Management Group left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #260 holding.
Prestige Wealth Management Group first reported a position in Brookfield in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Brookfield position peaked at $59.5K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.