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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
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 $9.34B 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

RWA Wealth Partners's BN Position: Q1 2026 in Review

RWA Wealth Partners held its Brookfield (BN) position steady in Q1 2026 at 5,000 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

RWA Wealth Partners first reported a position in BN in Q3 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • RWA Wealth Partners held 5,000 shares of Brookfield worth $202K as of Q1 2026.
  • RWA Wealth Partners left its Brookfield share count unchanged in Q1 2026.
  • Brookfield made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #611 holding.
  • RWA Wealth Partners first reported a position in Brookfield in Q3 2025 and has held it in 3 quarters since.
  • RWA Wealth Partners's Brookfield position peaked at $229K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.