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SVB Wealth’s Brookfield BN Stock Holding History

SVB Wealth’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
-10,452
Closed -$365K – 671
2025
Q1 		$365K Buy
10,452
+4,972
+91% +$188K 0.02% 240
2024
Q4 		$210K Buy
+5,480
New +$206K ﹤0.01% 668
2024
Q2 		– Sell
-9,710
Closed -$271K – 760
2024
Q1 		$271K Sell
9,710
-268
-3% -$7.23K 0.01% 668
2023
Q4 		$267K Buy
+9,978
New +$227K 0.01% 666
2022
Q2 		– Sell
-7,947
Closed -$242K – 768
2022
Q1 		$242K Sell
7,947
-1,529
-16% -$45.7K ﹤0.01% 644
2021
Q4 		$309K Sell
9,476
-11,645
-55% -$368K 0.01% 566
2021
Q3 		$609K Buy
21,121
+7,542
+56% +$220K 0.01% 544
2021
Q2 		$373K Buy
13,579
+2,043
+18% +$52.3K ﹤0.01% 669
2021
Q1 		$275K Buy
11,536
+2,136
+23% +$47.6K ﹤0.01% 721
2020
Q4 		$208K Buy
+9,400
New +$188K ﹤0.01% 737

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

SVB Wealth's BN Position: Q2 2025 in Review

SVB Wealth sold out of Brookfield (BN) in Q2 2025, closing a stake of 10,452 shares — an estimated $365K sold.

SVB Wealth first reported a position in BN in Q4 2020 and held it in 10 quarters. The position peaked at $609K in Q3 2021. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • SVB Wealth reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 10,452 Brookfield shares in Q2 2025, an estimated $365K.
  • SVB Wealth first reported a position in Brookfield in Q4 2020 and held it in 10 quarters.
  • SVB Wealth's Brookfield position peaked at $609K in Q3 2021.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.