United Services Automobile Association’s Brookfield BN Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-72,035	Closed	-$2.49M	–	149
2025 Q1	$2.49M	Buy	72,035 +2,091	+3%	+$79K	0.08%	141
2024 Q4	$5.53M	Hold	69,944	–	–	0.18%	79
2024 Q3	$2.48M	Sell	69,944 -9,042	-11%	-$285K	0.06%	131
2024 Q2	$2.19M	Sell	78,986 -2,023	-2%	-$56.4K	0.06%	145
2024 Q1	$2.26M	Hold	81,009	–	–	0.06%	148
2023 Q4	$2.17M	Buy	81,009 +10,314	+15%	+$234K	0.05%	160
2023 Q3	$1.47M	Buy	70,695 +11,799	+20%	+$266K	0.04%	179
2023 Q2	$1.32M	Sell	58,896 -2,478	-4%	-$52.5K	0.04%	176
2023 Q1	$1.33M	Buy	+61,374	New	+$1.38M	0.04%	179
2022 Q4	–	Sell	-131,997	Closed	-$2.91M	–	547
2022 Q3	$2.91M	Buy	131,997 +13,032	+11%	+$337K	0.08%	158
2022 Q2	$2.85M	Buy	+118,965	New	+$3.18M	0.07%	163

Other funds holding BN

PVI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

United Services Automobile Association's BN Position: Q2 2025 in Review

United Services Automobile Association sold out of Brookfield (BN) in Q2 2025, closing a stake of 72,035 shares — an estimated $2.49M sold.

United Services Automobile Association first reported a position in BN in Q2 2022 and held it in 11 quarters. The position peaked at $5.53M in Q4 2024. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

United Services Automobile Association reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 72,035 Brookfield shares in Q2 2025, an estimated $2.49M.
United Services Automobile Association first reported a position in Brookfield in Q2 2022 and held it in 11 quarters.
United Services Automobile Association's Brookfield position peaked at $5.53M in Q4 2024.
852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.