Shepherd Wealth Management’s Brookfield BN Stock Holding History

Shepherd 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	$201K	Buy	+4,405	New	+$195K	0.15%	52

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Shepherd Wealth Management opened a new position in Brookfield (BN) in Q1 2026: 4,405 shares worth $201K. The stake represents 0.15% of the portfolio and ranks #52 among its holdings.

914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Shepherd Wealth Management held 4,405 shares of Brookfield worth $201K as of Q1 2026.
Brookfield was a new Shepherd Wealth Management position in Q1 2026.
Brookfield made up 0.15% of Shepherd Wealth Management's portfolio in Q1 2026, its #52 holding.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.