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Brookfield Corp Cl A Ltd Vt Sh shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Brookfield Corp Cl A Ltd Vt Sh

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All positions including Brookfield Corp Cl A Ltd Vt Sh held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Corp Cl A Ltd Vt Sh by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 7.6k 68.58
2025-06-30 $484k 7.8k 61.85
2025-03-31 $398k 7.6k 52.41

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Spdr Series Trust Portfolio Agrgte (SPAB)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

Top funds holding Brookfield Corp Cl A Ltd Vt Sh

Partners Value Investments
Royal Bank of Canada
Capital World Investors
Vanguard Group
Principal Financial Group
Bank Of Montreal
Pershing Square Capital Management
Brookfield Asset Management
TD Asset Management
National Bank Of Canada /fi/
Akre Capital Management
Fil
Goodman & Company, Investment Counsel
First Manhattan
Mackenzie Financial

View all funds holding Brookfield Corp Cl A Ltd Vt Sh