Steward Partners Investment Advisory’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,500
| Closed | -$123K | – | 4432 |
|
|
2025
Q4 | $123K | Hold |
3,500
| – | – | ﹤0.01% | 2178 |
|
|
2025
Q3 | $114K | Hold |
3,500
| – | – | ﹤0.01% | 2150 |
|
|
2025
Q2 | $90.8K | Hold |
3,500
| – | – | ﹤0.01% | 2173 |
|
|
2025
Q1 | $82.1K | Hold |
3,500
| – | – | ﹤0.01% | 2127 |
|
|
2024
Q4 | $82K | Hold |
3,500
| – | – | ﹤0.01% | 2080 |
|
|
2024
Q3 | $81.5K | Hold |
3,500
| – | – | ﹤0.01% | 1982 |
|
|
2024
Q2 | $66K | Hold |
3,500
| – | – | ﹤0.01% | 1970 |
|
|
2024
Q1 | $77.3K | Hold |
3,500
| – | – | ﹤0.01% | 1884 |
|
|
2023
Q4 | $72K | Hold |
3,500
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q3 | $53.2K | Hold |
3,500
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q2 | $60.3K | Hold |
3,500
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q1 | $65.2K | Hold |
3,500
| – | – | ﹤0.01% | 1756 |
|
|
2022
Q4 | $59.4K | Hold |
3,500
| – | – | ﹤0.01% | 1765 |
|
|
2022
Q3 | $68K | Hold |
3,500
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q2 | $74K | Hold |
3,500
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q1 | $108K | Sell |
3,500
-1,953
| -36% | -$55.4K | ﹤0.01% | 1574 |
|
|
2021
Q4 | $161K | Buy |
5,453
+467
| +9% | +$14.2K | ﹤0.01% | 1398 |
|
|
2021
Q3 | $146K | Buy |
4,986
+2,961
| +146% | +$83.6K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $60K | Hold |
2,025
| – | – | ﹤0.01% | 2949 |
|
|
2021
Q1 | $52.5K | Hold |
2,025
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q4 | $49K | Buy |
2,025
+1,869
| +1,198% | +$41.4K | ﹤0.01% | 1676 |
|
|
2020
Q3 | $3K | Hold |
156
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q2 | $3K | Hold |
156
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q1 | $2K | Hold |
156
| – | – | ﹤0.01% | 2263 |
|
|
2019
Q4 | $4K | Hold |
156
| – | – | ﹤0.01% | 2281 |
|
|
2019
Q3 | $3K | Hold |
156
| – | – | ﹤0.01% | 2340 |
|
|
2019
Q2 | $3K | Buy |
+156
| New | +$3.86K | ﹤0.01% | 2333 |
|
|
2018
Q4 | – | Sell |
-908
| Closed | -$27K | – | 891 |
|
|
2018
Q3 | $27K | Hold |
908
| – | – | ﹤0.01% | 1422 |
|
|
2018
Q2 | $22K | Hold |
908
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q1 | $21K | Buy |
+908
| New | +$21.3K | ﹤0.01% | 1306 |
|
Other funds holding BBU
Steward Partners Investment Advisory's BBU Position: Q1 2026 in Review
Steward Partners Investment Advisory sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 3,500 shares — an estimated $123K sold.
Steward Partners Investment Advisory first reported a position in BBU in Q1 2018 and held it in 30 quarters. The position peaked at $161K in Q4 2021. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.
- Steward Partners Investment Advisory reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
- Steward Partners Investment Advisory sold 3,500 Brookfield Business Partners shares in Q1 2026, an estimated $123K.
- Steward Partners Investment Advisory first reported a position in Brookfield Business Partners in Q1 2018 and held it in 30 quarters.
- Steward Partners Investment Advisory's Brookfield Business Partners position peaked at $161K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.