TritonPoint Wealth’s Brookfield BN Stock Holding History

TritonPoint 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	$2.44M	Sell	57,388 -5,010	-8%	-$224K	0.24%	91
2026 Q1	$2.53M	Sell	62,398 -3,125	-5%	-$138K	0.27%	82
2025 Q4	$3.01M	Sell	65,523 -366	-0.6%	-$16.7K	0.3%	76
2025 Q3	$3.01M	Sell	65,889 -5,006	-7%	-$222K	0.26%	94
2025 Q2	$2.92M	Sell	70,895 -1,885	-3%	-$69.9K	0.27%	93
2025 Q1	$2.54M	Sell	72,780 -1,875	-3%	-$70.9K	0.24%	98
2024 Q4	$2.86M	Sell	74,655 -923	-1%	-$34.8K	0.26%	96
2024 Q3	$2.69M	Hold	75,578	–	–	0.25%	97
2024 Q2	$2.09M	Sell	75,578 -5,766	-7%	-$161K	0.2%	108
2024 Q1	$2.22M	Sell	81,344 -15,015	-16%	-$405K	0.23%	97
2023 Q4	$2.58M	Buy	+96,359	New	+$2.19M	0.25%	95

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TritonPoint Wealth's BN Position: Q2 2026 in Review

TritonPoint Wealth reduced its Brookfield (BN) stake by 8% in Q2 2026, selling an estimated $224K and leaving 57,388 shares worth $2.44M. The position accounts for 0.24% of the portfolio, ranked #91.

TritonPoint Wealth first reported a position in BN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q3 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

TritonPoint Wealth held 57,388 shares of Brookfield worth $2.44M as of Q2 2026.
TritonPoint Wealth sold 5,010 Brookfield shares in Q2 2026, an estimated $224K.
Brookfield made up 0.24% of TritonPoint Wealth's portfolio in Q2 2026, its #91 holding.
TritonPoint Wealth first reported a position in Brookfield in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Brookfield position peaked at $3.01M in Q3 2025.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.