Simplicity Wealth’s Brookfield BN Stock Holding History

Simplicity Wealth’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	-9,617	Closed	-$441K	–	755
2025 Q4	$441K	Buy	9,617 +1,070	+13%	+$48.8K	0.03%	465
2025 Q3	$391K	Buy	+8,547	New	+$379K	0.02%	502
2024 Q3	–	Sell	-33,617	Closed	-$931K	–	566
2024 Q2	$931K	Buy	33,617 +572	+2%	+$15.9K	0.02%	551
2024 Q1	$922K	Buy	+33,045	New	+$891K	0.02%	545

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

Simplicity Wealth's BN Position: Q1 2026 in Review

Simplicity Wealth sold out of Brookfield (BN) in Q1 2026, closing a stake of 9,617 shares — an estimated $441K sold.

Simplicity Wealth first reported a position in BN in Q1 2024 and held it in 4 quarters. The position peaked at $931K in Q2 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Simplicity Wealth reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 9,617 Brookfield shares in Q1 2026, an estimated $441K.
Simplicity Wealth first reported a position in Brookfield in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's Brookfield position peaked at $931K in Q2 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.