Tuttle Capital Management’s Brookfield BN Stock Holding History

Tuttle Capital Management’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	$681K	Hold	16,830	–	–	1.12%	33
2025 Q4	$772K	Buy	16,830 +741	+5%	+$33.8K	1.71%	7
2025 Q3	$736K	Hold	16,089	–	–	2.78%	11
2025 Q2	$663K	Buy	16,089 +2,097	+15%	+$77.7K	2.75%	14
2025 Q1	$489K	Buy	13,992 +781	+6%	+$29.5K	2.15%	20
2024 Q4	$506K	Buy	13,211 +3,408	+35%	+$128K	2.6%	3
2024 Q3	$347K	Buy	9,803 +1,278	+15%	+$40.3K	1.89%	22
2024 Q2	$247K	Buy	+8,525	New	+$237K	1.49%	30
2019 Q4	–	Sell	-39,670	Closed	-$730K	–	112
2019 Q3	$730K	Buy	+39,670	New	+$718K	0.19%	142

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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