Thurston Springer Miller Herd & Titak’s Brookfield BN Stock Holding History

Thurston Springer Miller Herd & Titak’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	$5.75K	Hold	135	–	–	﹤0.01%	965
2026 Q1	$5.46K	Sell	135 -13	-9%	-$576	﹤0.01%	1037
2025 Q4	$6.79K	Buy	+148	New	+$6.75K	﹤0.01%	1043
2025 Q3	–	Sell	-3,440	Closed	-$142K	–	629
2025 Q2	$142K	Buy	3,440 +485	+16%	+$18K	0.02%	431
2025 Q1	$103K	Hold	2,955	–	–	0.02%	452
2024 Q4	$113K	Buy	2,955 +553	+23%	+$20.8K	0.02%	368
2024 Q3	$85.1K	Buy	2,402 +104	+5%	+$3.28K	0.02%	436
2024 Q2	$63.6K	Buy	+2,298	New	+$64K	0.02%	508

Other funds holding BN

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return