Salvus Wealth Management
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Salvus Wealth Management’s Brookfield BN Stock Holding History

Salvus Wealth Management’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
Q3 		$2.51M Buy
68,853
+257
+0.4% +$10.6K 1.43% 16
2026
Q2 		$2.92M Sell
68,596
-6,139
-8% -$274K 1.64% 17
2026
Q1 		$3.02M Buy
74,735
+14,311
+24% +$634K 1.76% 16
2025
Q4 		$2.77M Buy
60,424
+376
+0.6% +$17.1K 1.55% 18
2025
Q3 		$2.75M Sell
60,048
-2,039
-3% -$90.3K 1.53% 20
2025
Q2 		$2.56M Sell
62,087
-1,137
-2% -$42.1K 1.49% 19
2025
Q1 		$2.21M Buy
63,224
+117
+0.2% +$4.42K 1.39% 19
2024
Q4 		$2.42M Sell
63,107
-661
-1% -$24.9K 1.54% 20
2024
Q3 		$2.26M Sell
63,768
-165
-0.3% -$5.21K 1.39% 22
2024
Q2 		$1.77M Sell
63,933
-1,316
-2% -$36.7K 1.22% 25
2024
Q1 		$1.82M Sell
65,249
-80,827
-55% -$2.18M 1.24% 23
2023
Q4 		$3.91M Sell
146,076
-19,089
-12% -$433K 2.78% 13
2023
Q3 		$3.44M Buy
165,165
+18,010
+12% +$406K 2.73% 11
2023
Q2 		$3.3M Buy
147,155
+1,898
+1% +$40.2K 2.54% 13
2023
Q1 		$3.16M Buy
+145,257
New +$3.27M 2.55% 11
2022
Q4 		– Sell
-179,902
Closed -$3.96M – 98
2022
Q3 		$3.96M Sell
179,902
-184
-0.1% -$4.76K 3.78% 4
2022
Q2 		$4.32M Sell
180,086
-380
-0.2% -$10.2K 3.86% 5
2022
Q1 		$5.5M Buy
180,466
+2,236
+1% +$66.9K 4.2% 5
2021
Q4 		$5.8M Buy
178,230
+2,915
+2% +$92.2K 4.24% 4
2021
Q3 		$5.06M Buy
175,315
+5,286
+3% +$154K 4.13% 4
2021
Q2 		$4.74M Sell
170,029
-405
-0.2% -$10.4K 3.99% 4
2021
Q1 		$4.13M Buy
170,434
+20,701
+14% +$462K 3.86% 5
2020
Q4 		$3.14M Buy
+149,733
New +$3M 3.4% 6

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Salvus Wealth Management's BN Position: Q3 2026 in Review

Salvus Wealth Management increased its Brookfield (BN) stake by 0.37% in Q3 2026, buying an estimated $10.6K and bringing the position to 68,853 shares worth $2.51M. The position accounts for 1.43% of the portfolio, ranked #16.

Salvus Wealth Management first reported a position in BN in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.8M in Q4 2021. 685 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Salvus Wealth Management held 68,853 shares of Brookfield worth $2.51M as of Q3 2026.
  • Salvus Wealth Management bought 257 Brookfield shares in Q3 2026, an estimated $10.6K.
  • Brookfield made up 1.43% of Salvus Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Salvus Wealth Management first reported a position in Brookfield in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Brookfield position peaked at $5.8M in Q4 2021.
  • 685 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.