Stone Wealth Partners’s Brookfield BN Stock Holding History

Stone Wealth Partners’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	-4,848	Closed	-$222K	–	62
2025 Q4	$222K	Buy	+4,848	New	+$221K	0.2%	63

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Stone Wealth Partners's BN Position: Q1 2026 in Review

Stone Wealth Partners sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,848 shares — an estimated $222K sold.

Stone Wealth Partners first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Stone Wealth Partners reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
Stone Wealth Partners sold 4,848 Brookfield shares in Q1 2026, an estimated $222K.
Stone Wealth Partners first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
Stone Wealth Partners's Brookfield position peaked at $222K in Q4 2025.
917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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