Verus Financial Partners’s Brookfield BN Stock Holding History

Verus Financial Partners’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
2024 Q4	–	Sell	-9,012	Closed	-$319K	–	99
2024 Q3	$319K	Hold	9,012	–	–	0.03%	77
2024 Q2	$250K	Hold	9,012	–	–	0.03%	91
2024 Q1	$252K	Hold	9,012	–	–	0.03%	91
2023 Q4	$244K	Buy	+9,012	New	+$205K	0.03%	89
2023 Q3	–	Sell	-9,219	Closed	-$219K	–	104
2023 Q2	$219K	Buy	+9,219	New	+$195K	0.03%	98
2022 Q4	–	Sell	-9,534	Closed	-$205K	–	102
2022 Q3	$205K	Buy	+9,534	New	+$247K	0.03%	99

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 $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of Montreal

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

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

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return