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Sendero Wealth Management’s Brookfield BN Stock Holding History

Sendero 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
Q1 		– Sell
-11,879
Closed -$546K – 207
2025
Q4 		$546K Sell
11,879
-1
-0% -$46 0.06% 150
2025
Q3 		$544K Buy
11,880
+4,011
+51% +$178K 0.06% 141
2025
Q2 		$324K Buy
7,869
+1,615
+26% +$59.8K 0.04% 166
2025
Q1 		$218K Buy
+6,254
New +$236K 0.03% 174

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

Sendero Wealth Management's BN Position: Q1 2026 in Review

Sendero Wealth Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 11,879 shares — an estimated $546K sold.

Sendero Wealth Management first reported a position in BN in Q1 2025 and held it in 4 quarters. The position peaked at $546K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Sendero Wealth Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 11,879 Brookfield shares in Q1 2026, an estimated $546K.
  • Sendero Wealth Management first reported a position in Brookfield in Q1 2025 and held it in 4 quarters.
  • Sendero Wealth Management's Brookfield position peaked at $546K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.