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Third View Private Wealth’s Brookfield BN Stock Holding History

Third View Private 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
Q2 		$2.8M Sell
65,669
-10,600
-14% -$474K 0.34% 71
2026
Q1 		$3.09M Buy
76,269
+4,179
+6% +$185K 0.42% 59
2025
Q4 		$3.31M Buy
+72,090
New +$3.29M 0.45% 52

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Third View Private Wealth's BN Position: Q2 2026 in Review

Third View Private Wealth reduced its Brookfield (BN) stake by 14% in Q2 2026, selling an estimated $474K and leaving 65,669 shares worth $2.8M. The position accounts for 0.34% of the portfolio, ranked #71.

Third View Private Wealth first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.31M in Q4 2025. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Third View Private Wealth held 65,669 shares of Brookfield worth $2.8M as of Q2 2026.
  • Third View Private Wealth sold 10,600 Brookfield shares in Q2 2026, an estimated $474K.
  • Brookfield made up 0.34% of Third View Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Third View Private Wealth first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Brookfield position peaked at $3.31M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.