Transatlantique Private Wealth’s Brookfield BN Stock Holding History

Transatlantique 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
2025 Q4	$230K	Buy	+5,277	New	+$241K	0.07%	200

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

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

Transatlantique Private Wealth's BN Position: Q4 2025 in Review

Transatlantique Private Wealth opened a new position in Brookfield (BN) in Q4 2025: 5,277 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #200 among its holdings.

937 funds tracked by Wall St. Rank hold BN as of Q4 2025.

Transatlantique Private Wealth held 5,277 shares of Brookfield worth $230K as of Q4 2025.
Brookfield was a new Transatlantique Private Wealth position in Q4 2025.
Brookfield made up 0.07% of Transatlantique Private Wealth's portfolio in Q4 2025, its #200 holding.
937 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.