TWD
BBUC

True Wealth Design’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

True Wealth Design’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329 Sell
11
-7
-39% -$232 ﹤0.01% 2328
2026
Q1 		$570 Hold
18
– – ﹤0.01% 2010
2025
Q4 		$646 Buy
18
+11
+157% +$385 ﹤0.01% 1867
2025
Q3 		$235 Hold
7
– – ﹤0.01% 2263
2025
Q2 		$219 Buy
7
+2
+40% +$55 ﹤0.01% 2045
2025
Q1 		$134 Buy
+5
New +$127 ﹤0.01% 2102

Other funds holding BBUC

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

True Wealth Design's BBUC Position: Q2 2026 in Review

True Wealth Design reduced its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) stake by 39% in Q2 2026, selling an estimated $232 and leaving 11 shares worth $329. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

True Wealth Design first reported a position in BBUC in Q1 2025 and has held it in 6 quarters since. The position peaked at $646 in Q4 2025. 10 funds tracked by Wall St. Rank hold BBUC as of Q2 2026.

  • True Wealth Design held 11 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $329 as of Q2 2026.
  • True Wealth Design sold 7 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q2 2026, an estimated $232.
  • Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2328 holding.
  • True Wealth Design first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $646 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.