SWM
BBUC

SHP Wealth Management’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

SHP Wealth Management’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$842 Hold
28
– – ﹤0.01% 1646
2026
Q1 		$892 Buy
28
+19
+211% +$653 ﹤0.01% 1479
2025
Q4 		$329 Buy
+9
New +$315 ﹤0.01% 1420

Other funds holding BBUC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SHP Wealth Management's BBUC Position: Q2 2026 in Review

SHP Wealth Management held its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) position steady in Q2 2026 at 28 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

SHP Wealth Management first reported a position in BBUC in Q4 2025 and has held it in 3 quarters since. The position peaked at $892 in Q1 2026. 148 funds tracked by Wall St. Rank hold BBUC as of Q2 2026.

  • SHP Wealth Management held 28 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $842 as of Q2 2026.
  • SHP Wealth Management left its Brookfield Business Corp Class A Subordinate Voting Shares share count unchanged in Q2 2026.
  • Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1646 holding.
  • SHP Wealth Management first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $892 in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.