RWP
BN icon

RWA Wealth Partners’s Brookfield BN Stock Holding History

RWA Wealth Partners’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 		$217K Buy
5,092
+92
+2% +$4.11K ﹤0.01% 625
2026
Q1 		$202K Hold
5,000
– – ﹤0.01% 611
2025
Q4 		$229K Buy
5,000
+9
+0.2% +$410 ﹤0.01% 575
2025
Q3 		$228K Buy
+4,991
New +$221K ﹤0.01% 575

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

RWA Wealth Partners's BN Position: Q2 2026 in Review

RWA Wealth Partners increased its Brookfield (BN) stake by 1.8% in Q2 2026, buying an estimated $4.11K and bringing the position to 5,092 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

RWA Wealth Partners first reported a position in BN in Q3 2025 and has held it in 4 quarters since. The position peaked at $229K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • RWA Wealth Partners held 5,092 shares of Brookfield worth $217K as of Q2 2026.
  • RWA Wealth Partners bought 92 Brookfield shares in Q2 2026, an estimated $4.11K.
  • Brookfield made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #625 holding.
  • RWA Wealth Partners first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • RWA Wealth Partners's Brookfield position peaked at $229K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.