RI
BN icon

Ridgewood Investments’s Brookfield BN Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-213
Closed -$8.78K – 251
2025
Q2 		$8.78K Hold
213
– – ﹤0.01% 537
2025
Q1 		$7.44K Hold
213
– – ﹤0.01% 514
2024
Q4 		$8.16K Buy
213
+150
+238% +$5.65K ﹤0.01% 521
2024
Q3 		$2.23K Sell
63
-212
-77% -$6.69K ﹤0.01% 653
2024
Q2 		$7.59K Buy
+275
New +$7.66K ﹤0.01% 537
2023
Q3 		– Sell
-650
Closed -$14.6K – 246
2023
Q2 		$14.6K Hold
650
– – 0.01% 478
2023
Q1 		$14.1K Buy
+650
New +$14.6K 0.01% 484

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Ridgewood Investments's BN Position: Q3 2025 in Review

Ridgewood Investments sold out of Brookfield (BN) in Q3 2025, closing a stake of 213 shares — an estimated $8.78K sold.

Ridgewood Investments first reported a position in BN in Q1 2023 and held it in 7 quarters. The position peaked at $14.6K in Q2 2023. 881 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Ridgewood Investments reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 213 Brookfield shares in Q3 2025, an estimated $8.78K.
  • Ridgewood Investments first reported a position in Brookfield in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Brookfield position peaked at $14.6K in Q2 2023.
  • 881 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.