Whittier Trust’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Whittier Trust’s Portfolio BBUC Stock Details BBUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,751	Closed	-$117K	–	1411
2025 Q2	$117K	Hold	3,751	–	–	﹤0.01%	760
2025 Q1	$99.8K	Hold	3,751	–	–	﹤0.01%	783
2024 Q4	$91K	Hold	3,751	–	–	﹤0.01%	819
2024 Q3	$95K	Hold	3,751	–	–	﹤0.01%	806
2024 Q2	$76.6K	Hold	3,751	–	–	﹤0.01%	832
2024 Q1	$90.5K	Hold	3,751	–	–	﹤0.01%	806
2023 Q4	$87.3K	Hold	3,751	–	–	﹤0.01%	801
2023 Q3	$67.8K	Buy	3,751 +3,750	+375,000%	+$72K	﹤0.01%	848
2023 Q2	$18	Hold	1	–	–	﹤0.01%	1558
2023 Q1	$19	Hold	1	–	–	﹤0.01%	1601
2022 Q4	$18	Hold	1	–	–	﹤0.01%	1619
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1670
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1683
2022 Q1	$0	Buy	+1	New	+$31	﹤0.01%	1703

Other funds holding BBUC

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Whittier Trust's BBUC Position: Q3 2025 in Review

Whittier Trust sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q3 2025, closing a stake of 3,751 shares — an estimated $117K sold.

Whittier Trust first reported a position in BBUC in Q1 2022 and held it in 14 quarters. The position peaked at $117K in Q2 2025. 128 funds tracked by Wall St. Rank hold BBUC as of Q3 2025.

Whittier Trust reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 3,751 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q3 2025, an estimated $117K.
Whittier Trust first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2022 and held it in 14 quarters.
Whittier Trust's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $117K in Q2 2025.
128 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.