VSM Wealth Advisory’s Brookfield BN Stock Holding History

VSM Wealth Advisory’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 Q2	$12.3K	Hold	288	–	–	﹤0.01%	350
2026 Q1	$11.7K	Hold	288	–	–	﹤0.01%	355
2025 Q4	$13.2K	Hold	288	–	–	﹤0.01%	309
2025 Q3	$13.2K	Hold	288	–	–	﹤0.01%	315
2025 Q2	$11.9K	Hold	288	–	–	﹤0.01%	361
2025 Q1	$10.1K	Hold	288	–	–	﹤0.01%	350
2024 Q4	$11K	Buy	+288	New	+$10.8K	﹤0.01%	330

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

VSM Wealth Advisory's BN Position: Q2 2026 in Review

VSM Wealth Advisory held its Brookfield (BN) position steady in Q2 2026 at 288 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

VSM Wealth Advisory first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

VSM Wealth Advisory held 288 shares of Brookfield worth $12.3K as of Q2 2026.
VSM Wealth Advisory left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #350 holding.
VSM Wealth Advisory first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Brookfield position peaked at $13.2K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.