Private Wealth Asset Management’s Brookfield BN Stock Holding History

Private Wealth Asset Management’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	–	Sell	-52	Closed	-$2.39K	–	950
2025 Q4	$2.39K	Sell	52 -1	-2%	-$46	﹤0.01%	820
2025 Q3	$2.4K	Hold	53	–	–	﹤0.01%	806
2025 Q2	$2.17K	Hold	53	–	–	﹤0.01%	814
2025 Q1	$1.83K	Buy	+53	New	+$2K	﹤0.01%	801

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Private Wealth Asset Management's BN Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 52 shares — an estimated $2.39K sold.

Private Wealth Asset Management first reported a position in BN in Q1 2025 and held it in 4 quarters. The position peaked at $2.4K in Q3 2025. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Private Wealth Asset Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 52 Brookfield shares in Q1 2026, an estimated $2.39K.
Private Wealth Asset Management first reported a position in Brookfield in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's Brookfield position peaked at $2.4K in Q3 2025.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.