Private Wealth Management Group’s Brookfield BN Stock Holding History

Private 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 Q1	$2.08K	Hold	51	–	–	﹤0.01%	1077
2025 Q4	$2.36K	Hold	51	–	–	﹤0.01%	1029
2025 Q3	$2.35K	Hold	51	–	–	﹤0.01%	1058
2025 Q2	$2.12K	Hold	51	–	–	﹤0.01%	1067
2025 Q1	$1.8K	Hold	51	–	–	﹤0.01%	1093
2024 Q4	$1.97K	Hold	51	–	–	﹤0.01%	1083
2024 Q3	$1.82K	Hold	51	–	–	﹤0.01%	1102
2024 Q2	$1.43K	Hold	51	–	–	﹤0.01%	1172
2024 Q1	$1.44K	Buy	+51	New	+$1.38K	﹤0.01%	1112

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 $528B 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 $245B 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 $75.5B AUM 35.56% 1-Year Est. Return