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TIAA Wealth Investment Management’s Brookfield BN Stock Holding History

TIAA Wealth Investment 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
Q2 		$827K Sell
19,407
-1,736
-8% -$77.6K 0.01% 196
2026
Q1 		$856K Buy
+21,143
New +$937K 0.01% 178

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TIAA Wealth Investment Management's BN Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Brookfield (BN) stake by 8.2% in Q2 2026, selling an estimated $77.6K and leaving 19,407 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #196.

TIAA Wealth Investment Management first reported a position in BN in Q1 2026 and has held it in 2 quarters since. The position peaked at $856K in Q1 2026. 898 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • TIAA Wealth Investment Management held 19,407 shares of Brookfield worth $827K as of Q2 2026.
  • TIAA Wealth Investment Management sold 1,736 Brookfield shares in Q2 2026, an estimated $77.6K.
  • Brookfield made up 0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #196 holding.
  • TIAA Wealth Investment Management first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Brookfield position peaked at $856K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.