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Purpose Unlimited Inc’s Brookfield BN Stock Holding History

Purpose Unlimited Inc’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 		$8.35M Sell
206,182
-126,707
-38% -$5.62M 0.35% 55
2025
Q4 		$15.3M Buy
+332,889
New +$15.2M 0.7% 28

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Purpose Unlimited Inc's BN Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Brookfield (BN) stake by 38% in Q1 2026, selling an estimated $5.62M and leaving 206,182 shares worth $8.35M. The position accounts for 0.35% of the portfolio, ranked #55.

Purpose Unlimited Inc first reported a position in BN in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.3M in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Purpose Unlimited Inc held 206,182 shares of Brookfield worth $8.35M as of Q1 2026.
  • Purpose Unlimited Inc sold 126,707 Brookfield shares in Q1 2026, an estimated $5.62M.
  • Brookfield made up 0.35% of Purpose Unlimited Inc's portfolio in Q1 2026, its #55 holding.
  • Purpose Unlimited Inc first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Brookfield position peaked at $15.3M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.