Principle Wealth Partners’s Brookfield BN Stock Holding History

Principle Wealth Partners’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	$216K	Hold	5,337	–	–	0.01%	358
2025 Q4	$245K	Buy	5,337 +49	+0.9%	+$2.23K	0.01%	341
2025 Q3	$242K	Buy	5,288 +150	+3%	+$6.65K	0.01%	335
2025 Q2	$212K	Buy	+5,138	New	+$190K	0.01%	345
2022 Q1	–	Sell	-6,355	Closed	-$207K	–	316
2021 Q4	$207K	Buy	+6,355	New	+$201K	0.02%	311

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Principle Wealth Partners's BN Position: Q1 2026 in Review

Principle Wealth Partners held its Brookfield (BN) position steady in Q1 2026 at 5,337 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #358.

Principle Wealth Partners first reported a position in BN in Q4 2021 and has held it in 5 quarters since. The position peaked at $245K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Principle Wealth Partners held 5,337 shares of Brookfield worth $216K as of Q1 2026.
Principle Wealth Partners left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #358 holding.
Principle Wealth Partners first reported a position in Brookfield in Q4 2021 and has held it in 5 quarters since.
Principle Wealth Partners's Brookfield position peaked at $245K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.