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Wealth Advisors of Tampa Bay’s Brookfield BN Stock Holding History

Wealth Advisors of Tampa Bay’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
-750
Closed -$26.2K – 99
2025
Q1 		$26.2K Buy
+750
New +$28.3K 0.01% 144

Other funds holding BN

PVI
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wealth Advisors of Tampa Bay's BN Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Brookfield (BN) in Q2 2025, closing a stake of 750 shares — an estimated $26.2K sold.

Wealth Advisors of Tampa Bay first reported a position in BN in Q1 2025 and held it in 1 quarter. The position peaked at $26.2K in Q1 2025. 853 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 750 Brookfield shares in Q2 2025, an estimated $26.2K.
  • Wealth Advisors of Tampa Bay first reported a position in Brookfield in Q1 2025 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's Brookfield position peaked at $26.2K in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.