SWP
BN icon

Sagespring Wealth Partners’s Brookfield BN Stock Holding History

Sagespring 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 		$362K Sell
8,503
-198
-2% -$8.85K 0.01% 623
2026
Q1 		$352K Sell
8,701
-1,121
-11% -$49.7K 0.01% 597
2025
Q4 		$451K Buy
9,822
+1,366
+16% +$62.3K 0.01% 504
2025
Q3 		$387K Buy
8,456
+122
+1% +$5.41K 0.01% 525
2025
Q2 		$344K Buy
+8,334
New +$309K 0.01% 538

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

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

Sagespring Wealth Partners reduced its Brookfield (BN) stake by 2.3% in Q2 2026, selling an estimated $8.85K and leaving 8,503 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #623.

Sagespring Wealth Partners first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $451K in Q4 2025. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Sagespring Wealth Partners held 8,503 shares of Brookfield worth $362K as of Q2 2026.
  • Sagespring Wealth Partners sold 198 Brookfield shares in Q2 2026, an estimated $8.85K.
  • Brookfield made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #623 holding.
  • Sagespring Wealth Partners first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Brookfield position peaked at $451K in Q4 2025.
  • 942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.