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 Q3	–	Sell	-11	Closed	-$329	–	2605
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

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return

Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

True Wealth Design's BBUC Position: Q3 2026 in Review

True Wealth Design sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q3 2026, closing a stake of 11 shares — an estimated $329 sold.

True Wealth Design first reported a position in BBUC in Q1 2025 and held it in 6 quarters. The position peaked at $646 in Q4 2025. 56 funds tracked by Wall St. Rank hold BBUC as of Q3 2026.

True Wealth Design reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 11 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q3 2026, an estimated $329.
True Wealth Design first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2025 and held it in 6 quarters.
True Wealth Design's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $646 in Q4 2025.
56 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.