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 Q2	$2.19K	Hold	51	–	–	﹤0.01%	1137
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

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

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

Private Wealth Management Group held its Brookfield (BN) position steady in Q2 2026 at 51 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Private Wealth Management Group first reported a position in BN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.36K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Private Wealth Management Group held 51 shares of Brookfield worth $2.19K as of Q2 2026.
Private Wealth Management Group left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1137 holding.
Private Wealth Management Group first reported a position in Brookfield in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's Brookfield position peaked at $2.36K in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.