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SHP Wealth Management’s Brookfield BN Stock Holding History

SHP 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 		$654K Sell
16,162
-3,808
-19% -$169K 0.05% 123
2025
Q4 		$916K Buy
+19,970
New +$911K 0.07% 90

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 $204B AUM 27.99% 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

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

SHP Wealth Management reduced its Brookfield (BN) stake by 19% in Q1 2026, selling an estimated $169K and leaving 16,162 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #123.

SHP Wealth Management first reported a position in BN in Q4 2025 and has held it in 2 quarters since. The position peaked at $916K in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • SHP Wealth Management held 16,162 shares of Brookfield worth $654K as of Q1 2026.
  • SHP Wealth Management sold 3,808 Brookfield shares in Q1 2026, an estimated $169K.
  • Brookfield made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #123 holding.
  • SHP Wealth Management first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Brookfield position peaked at $916K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.