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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
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 $9.34B 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 $187B AUM 18.48% 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

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

Sagespring Wealth Partners reduced its Brookfield (BN) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 8,701 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #597.

Sagespring Wealth Partners first reported a position in BN in Q2 2025 and has held it in 4 quarters since. The position peaked at $451K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Sagespring Wealth Partners held 8,701 shares of Brookfield worth $352K as of Q1 2026.
  • Sagespring Wealth Partners sold 1,121 Brookfield shares in Q1 2026, an estimated $49.7K.
  • Brookfield made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #597 holding.
  • Sagespring Wealth Partners first reported a position in Brookfield in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Brookfield position peaked at $451K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.