WLIM
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White Lighthouse Investment Management’s Brookfield BN Stock Holding History

White Lighthouse Investment Management’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 		– Sell
-4,489
Closed -$206K – 146
2025
Q4 		$206K Buy
+4,489
New +$205K 0.03% 147

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

White Lighthouse Investment Management's BN Position: Q1 2026 in Review

White Lighthouse Investment Management sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,489 shares — an estimated $206K sold.

White Lighthouse Investment Management first reported a position in BN in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • White Lighthouse Investment Management reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • White Lighthouse Investment Management sold 4,489 Brookfield shares in Q1 2026, an estimated $206K.
  • White Lighthouse Investment Management first reported a position in Brookfield in Q4 2025 and held it in 1 quarter.
  • White Lighthouse Investment Management's Brookfield position peaked at $206K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.