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TCV Trust & Wealth Management’s Brookfield BN Stock Holding History

TCV Trust & 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
Q1 		– Sell
-6,733
Closed -$309K – 217
2025
Q4 		$309K Sell
6,733
-1
-0% -$46 0.02% 179
2025
Q3 		$308K Buy
6,734
+1,736
+35% +$76.9K 0.03% 186
2025
Q2 		$206K Buy
+4,998
New +$185K 0.02% 206

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

TCV Trust & Wealth Management's BN Position: Q1 2026 in Review

TCV Trust & Wealth Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 6,733 shares — an estimated $309K sold.

TCV Trust & Wealth Management first reported a position in BN in Q2 2025 and held it in 3 quarters. The position peaked at $309K in Q4 2025. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • TCV Trust & Wealth Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 6,733 Brookfield shares in Q1 2026, an estimated $309K.
  • TCV Trust & Wealth Management first reported a position in Brookfield in Q2 2025 and held it in 3 quarters.
  • TCV Trust & Wealth Management's Brookfield position peaked at $309K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.