Rational Advisors’s Brookfield BN Stock Holding History

Rational Advisors’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	-38,250	Closed	-$1.75M	–	189
2025 Q3	$1.75M	Hold	38,250	–	–	0.17%	74
2025 Q2	$1.58M	Buy	+38,250	New	+$1.42M	0.16%	74
2020 Q4	–	Sell	-432	Closed	-$8K	–	252
2020 Q3	$8K	Buy	+432	New	+$7.72K	﹤0.01%	302
2019 Q4	–	Sell	-40,998	Closed	-$777K	–	537
2019 Q3	$777K	Buy	+40,998	New	+$742K	0.3%	109

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

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

Rational Advisors's BN Position: Q4 2025 in Review

Rational Advisors sold out of Brookfield (BN) in Q4 2025, closing a stake of 38,250 shares — an estimated $1.75M sold.

Rational Advisors first reported a position in BN in Q3 2019 and held it in 4 quarters. The position peaked at $1.75M in Q3 2025. 938 funds tracked by Wall St. Rank hold BN as of Q4 2025.

Rational Advisors reported no remaining Brookfield position as of Q4 2025 after selling out during the quarter.
Rational Advisors sold 38,250 Brookfield shares in Q4 2025, an estimated $1.75M.
Rational Advisors first reported a position in Brookfield in Q3 2019 and held it in 4 quarters.
Rational Advisors's Brookfield position peaked at $1.75M in Q3 2025.
938 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Rational Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.