True Wealth Design’s Brookfield BN Stock Holding History

True Wealth Design’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	$128	Sell	3 -178	-98%	-$7.96K	﹤0.01%	2515
2026 Q1	$7.33K	Buy	181 +128	+242%	+$5.67K	﹤0.01%	1079
2025 Q4	$2.43K	Sell	53 -1	-2%	-$46	﹤0.01%	1378
2025 Q3	$2.47K	Buy	+54	New	+$2.39K	﹤0.01%	1387
2023 Q2	–	Sell	-78	Closed	-$1.7K	–	796
2023 Q1	$1.7K	Buy	+78	New	+$1.76K	﹤0.01%	344

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

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

True Wealth Design reduced its Brookfield (BN) stake by 98% in Q2 2026, selling an estimated $7.96K and leaving 3 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

True Wealth Design first reported a position in BN in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.33K in Q1 2026. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

True Wealth Design held 3 shares of Brookfield worth $128 as of Q2 2026.
True Wealth Design sold 178 Brookfield shares in Q2 2026, an estimated $7.96K.
Brookfield made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2515 holding.
True Wealth Design first reported a position in Brookfield in Q1 2023 and has held it in 5 quarters since.
True Wealth Design's Brookfield position peaked at $7.33K in Q1 2026.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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