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Stonebridge Financial Group (Pennsylvania)’s Brookfield BN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-266
Closed -$9.28K – 307
2025
Q1 		$9.28K Hold
266
– – ﹤0.01% 615
2024
Q4 		$10.2K Buy
+266
New +$10K ﹤0.01% 592

Other funds holding BN

PVI
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 $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Brookfield (BN) in Q2 2025, closing a stake of 266 shares — an estimated $9.28K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BN in Q4 2024 and held it in 2 quarters. The position peaked at $10.2K in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 266 Brookfield shares in Q2 2025, an estimated $9.28K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Brookfield in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Brookfield position peaked at $10.2K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.