Spire Wealth Management’s Brookfield BN Stock Holding History

Spire 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	$16.5K	Sell	409 -479	-54%	-$21.2K	﹤0.01%	1480
2025 Q4	$40.8K	Sell	888 -1,358	-60%	-$61.9K	﹤0.01%	1243
2025 Q3	$103K	Sell	2,246 -624	-22%	-$27.6K	﹤0.01%	981
2025 Q2	$118K	Sell	2,870 -148	-5%	-$5.49K	﹤0.01%	919
2025 Q1	$105K	Sell	3,018 -18	-0.6%	-$680	﹤0.01%	1016
2024 Q4	$116K	Buy	+3,036	New	+$114K	﹤0.01%	984
2022 Q4	–	Sell	-7,609	Closed	-$168K	–	2312
2022 Q3	$168K	Sell	7,609 -2,639	-26%	-$68.3K	0.01%	577
2022 Q2	$246K	Sell	10,248 -3,694	-26%	-$98.7K	0.01%	689
2022 Q1	$425K	Sell	13,942 -4,106	-23%	-$123K	0.01%	625
2021 Q4	$587K	Buy	18,048 +3,981	+28%	+$126K	0.01%	639
2021 Q3	$406K	Buy	14,067 +524	+4%	+$15.3K	0.01%	661
2021 Q2	$372K	Buy	13,543 +934	+7%	+$23.9K	0.01%	707
2021 Q1	$303K	Buy	+12,609	New	+$281K	0.01%	860

Other funds holding BN

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 $528B 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return