Third View Private Wealth
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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
Q3 		$1.95M Sell
53,587
-12,082
-18% -$499K 0.23% 93
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 $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Check Capital Management
Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Third View Private Wealth's BN Position: Q3 2026 in Review

Third View Private Wealth reduced its Brookfield (BN) stake by 18% in Q3 2026, selling an estimated $499K and leaving 53,587 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #93.

Third View Private Wealth first reported a position in BN in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.31M in Q4 2025. 451 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Third View Private Wealth held 53,587 shares of Brookfield worth $1.95M as of Q3 2026.
  • Third View Private Wealth sold 12,082 Brookfield shares in Q3 2026, an estimated $499K.
  • Brookfield made up 0.23% of Third View Private Wealth's portfolio in Q3 2026, its #93 holding.
  • Third View Private Wealth first reported a position in Brookfield in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Brookfield position peaked at $3.31M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.