Truvestments Capital’s Brookfield BN Stock Holding History

Truvestments Capital’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	$25.9K	Hold	640	–	–	﹤0.01%	591
2025 Q4	$29.4K	Sell	640 -1	-0.2%	-$46	0.01%	529
2025 Q3	$29.3K	Hold	641	–	–	0.01%	521
2025 Q2	$26.4K	Hold	641	–	–	0.01%	491
2025 Q1	$22.4K	Sell	641 -13	-2%	-$491	﹤0.01%	532
2024 Q4	$25K	Hold	654	–	–	0.01%	471
2024 Q3	$23.2K	Buy	+654	New	+$20.6K	0.01%	474
2024 Q2	–	Sell	-14	Closed	-$377	–	285
2024 Q1	$377	Hold	14	–	–	﹤0.01%	686
2023 Q4	$361	Sell	14 -523	-97%	-$11.9K	﹤0.01%	750
2023 Q3	$11.2K	Buy	537 +534	+17,800%	+$12K	0.01%	444
2023 Q2	$67	Hold	3	–	–	﹤0.01%	685
2023 Q1	$65	Sell	3 -77	-96%	-$1.73K	﹤0.01%	662
2022 Q4	$1.67K	Sell	80 -24	-23%	-$538	﹤0.01%	764
2022 Q3	$2K	Hold	104	–	–	﹤0.01%	543
2022 Q2	$2K	Buy	+104	New	+$2.78K	﹤0.01%	552
2022 Q1	–	Sell	-160	Closed	-$5K	–	230
2021 Q4	$5K	Hold	160	–	–	﹤0.01%	473
2021 Q3	$5K	Buy	+160	New	+$4.67K	﹤0.01%	448

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return