Warther Private Wealth’s Brookfield BN Stock Holding History

Warther Private Wealth’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	$8.08M	Buy	+199,600	New	+$8.85M	1.89%	24

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 $846B AUM 46.74% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PSCM

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

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

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

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

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

Warther Private Wealth's BN Position: Q1 2026 in Review

Warther Private Wealth opened a new position in Brookfield (BN) in Q1 2026: 199,600 shares worth $8.08M. The stake represents 1.89% of the portfolio and ranks #24 among its holdings.

915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Warther Private Wealth held 199,600 shares of Brookfield worth $8.08M as of Q1 2026.
Brookfield was a new Warther Private Wealth position in Q1 2026.
Brookfield made up 1.89% of Warther Private Wealth's portfolio in Q1 2026, its #24 holding.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.