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Prospera Capital Management’s Brookfield BN Stock Holding History

Prospera Capital 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
2025
Q4 		– Sell
-7,611
Closed -$348K – 43
2025
Q3 		$348K Hold
7,611
– – 0.17% 33
2025
Q2 		$314K Hold
7,611
– – 0.17% 33
2025
Q1 		$266K Buy
+7,611
New +$288K 0.17% 32

Other funds holding BN

PVI
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 $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Prospera Capital Management's BN Position: Q4 2025 in Review

Prospera Capital Management sold out of Brookfield (BN) in Q4 2025, closing a stake of 7,611 shares — an estimated $348K sold.

Prospera Capital Management first reported a position in BN in Q1 2025 and held it in 3 quarters. The position peaked at $348K in Q3 2025. 937 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • Prospera Capital Management reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
  • Prospera Capital Management sold 7,611 Brookfield shares in Q4 2025, an estimated $348K.
  • Prospera Capital Management first reported a position in Brookfield in Q1 2025 and held it in 3 quarters.
  • Prospera Capital Management's Brookfield position peaked at $348K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Prospera Capital Management's 13F filing for Q4 2025, filed 20 Jan 2026.