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 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 $9.34B 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

TritonPoint Wealth's BN Position: Q1 2026 in Review

TritonPoint Wealth reduced its Brookfield (BN) stake by 4.8% in Q1 2026, selling an estimated $138K and leaving 62,398 shares worth $2.53M. The position accounts for 0.27% of the portfolio, ranked #82.

TritonPoint Wealth first reported a position in BN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q3 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

TritonPoint Wealth held 62,398 shares of Brookfield worth $2.53M as of Q1 2026.
TritonPoint Wealth sold 3,125 Brookfield shares in Q1 2026, an estimated $138K.
Brookfield made up 0.27% of TritonPoint Wealth's portfolio in Q1 2026, its #82 holding.
TritonPoint Wealth first reported a position in Brookfield in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Brookfield position peaked at $3.01M in Q3 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.