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WhitTier Trust Company’s Brookfield BN Stock Holding History

WhitTier Trust Company’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
Q1 		– Sell
-4,940
Closed -$189K – 1423
2024
Q4 		$189K Hold
4,940
– – ﹤0.01% 502
2024
Q3 		$175K Sell
4,940
-10,800
-69% -$341K ﹤0.01% 499
2024
Q2 		$436K Sell
15,740
-460
-3% -$12.8K 0.01% 363
2024
Q1 		$452K Hold
16,200
– – 0.01% 357
2023
Q4 		$433K Hold
16,200
– – 0.01% 362
2023
Q3 		$338K Hold
16,200
– – 0.01% 380
2023
Q2 		$363K Hold
16,200
– – 0.01% 378
2023
Q1 		$352K Sell
16,200
-542
-3% -$12.2K 0.01% 382
2022
Q4 		$351K Sell
16,742
-3,297
-16% -$73.9K 0.01% 382
2022
Q3 		$442K Sell
20,039
-795
-4% -$20.6K 0.02% 350
2022
Q2 		$499K Buy
20,834
+795
+4% +$21.2K 0.02% 336
2022
Q1 		$611K Hold
20,039
– – 0.02% 330
2021
Q4 		$652K Hold
20,039
– – 0.02% 319
2021
Q3 		$578K Hold
20,039
– – 0.02% 327
2021
Q2 		$550K Sell
20,039
-141
-0.7% -$3.61K 0.02% 328
2021
Q1 		$481K Hold
20,180
– – 0.02% 334
2020
Q4 		$446K Hold
20,180
– – 0.02% 332
2020
Q3 		$357K Hold
20,180
– – 0.02% 342
2020
Q2 		$355K Hold
20,180
– – 0.02% 327
2020
Q1 		$319K Hold
20,180
– – 0.02% 323
2019
Q4 		$416K Hold
20,180
– – 0.03% 323
2019
Q3 		$382K Hold
20,180
– – 0.03% 329
2019
Q2 		$344K Hold
20,180
– – 0.02% 334
2019
Q1 		$336K Hold
20,180
– – 0.02% 333
2018
Q4 		$276K Hold
20,180
– – 0.02% 338
2018
Q3 		$321K Sell
20,180
-3,301
-14% -$50.2K 0.02% 325
2018
Q2 		$340K Hold
23,481
– – 0.03% 313
2018
Q1 		$327K Buy
+23,481
New +$340K 0.03% 315

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WhitTier Trust Company's BN Position: Q1 2025 in Review

WhitTier Trust Company sold out of Brookfield (BN) in Q1 2025, closing a stake of 4,940 shares — an estimated $189K sold.

WhitTier Trust Company first reported a position in BN in Q1 2018 and held it in 28 quarters. The position peaked at $652K in Q4 2021. 820 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • WhitTier Trust Company reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 4,940 Brookfield shares in Q1 2025, an estimated $189K.
  • WhitTier Trust Company first reported a position in Brookfield in Q1 2018 and held it in 28 quarters.
  • WhitTier Trust Company's Brookfield position peaked at $652K in Q4 2021.
  • 820 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.