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Wood Tarver Financial Group’s Brookfield BN Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-86
Closed -$3K – 214
2025
Q2 		$3K Hold
86
– – ﹤0.01% 493
2025
Q1 		$2.99K Hold
86
– – ﹤0.01% 500
2024
Q4 		$3K Buy
+86
New +$3.24K ﹤0.01% 479

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wood Tarver Financial Group's BN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Brookfield (BN) in Q3 2025, closing a stake of 86 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in BN in Q4 2024 and held it in 3 quarters. The position peaked at $3K in Q2 2025. 881 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 86 Brookfield shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Brookfield in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Brookfield position peaked at $3K in Q2 2025.
  • 881 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.