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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
Q2 		$16.9K Sell
396
-13
-3% -$581 ﹤0.01% 1491
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

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Spire Wealth Management's BN Position: Q2 2026 in Review

Spire Wealth Management reduced its Brookfield (BN) stake by 3.2% in Q2 2026, selling an estimated $581 and leaving 396 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Spire Wealth Management first reported a position in BN in Q1 2021 and has held it in 14 quarters since. The position peaked at $587K in Q4 2021. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Spire Wealth Management held 396 shares of Brookfield worth $16.9K as of Q2 2026.
  • Spire Wealth Management sold 13 Brookfield shares in Q2 2026, an estimated $581.
  • Brookfield made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1491 holding.
  • Spire Wealth Management first reported a position in Brookfield in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's Brookfield position peaked at $587K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.