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United Financial Planning Group’s Brookfield BN Stock Holding History

United Financial Planning Group’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 		– Sell
-127
Closed -$5.83K – 486
2025
Q4 		$5.83K Buy
+127
New +$5.79K ﹤0.01% 257

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

United Financial Planning Group's BN Position: Q1 2026 in Review

United Financial Planning Group sold out of Brookfield (BN) in Q1 2026, closing a stake of 127 shares — an estimated $5.83K sold.

United Financial Planning Group first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $5.83K in Q4 2025. 917 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • United Financial Planning Group reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 127 Brookfield shares in Q1 2026, an estimated $5.83K.
  • United Financial Planning Group first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Brookfield position peaked at $5.83K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.