TD Private Client Wealth’s Brookfield BN Stock Holding History

TD Private Client 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
2026 Q1	$87.3K	Sell	2,161 -4,748	-69%	-$210K	﹤0.01%	778
2025 Q4	$318K	Sell	6,909 -1,706	-20%	-$77.8K	0.01%	563
2025 Q3	$394K	Buy	8,615 +8,072	+1,487%	+$358K	0.01%	524
2025 Q2	$22.4K	Buy	543 +535	+6,688%	+$19.8K	﹤0.01%	969
2025 Q1	$262	Hold	8	–	–	﹤0.01%	1369
2024 Q4	$287	Hold	8	–	–	﹤0.01%	1287
2024 Q3	$266	Buy	+8	New	+$252	﹤0.01%	1259

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Private Client Wealth's BN Position: Q1 2026 in Review

TD Private Client Wealth reduced its Brookfield (BN) stake by 69% in Q1 2026, selling an estimated $210K and leaving 2,161 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

TD Private Client Wealth first reported a position in BN in Q3 2024 and has held it in 7 quarters since. The position peaked at $394K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

TD Private Client Wealth held 2,161 shares of Brookfield worth $87.3K as of Q1 2026.
TD Private Client Wealth sold 4,748 Brookfield shares in Q1 2026, an estimated $210K.
Brookfield made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #778 holding.
TD Private Client Wealth first reported a position in Brookfield in Q3 2024 and has held it in 7 quarters since.
TD Private Client Wealth's Brookfield position peaked at $394K in Q3 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.