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Brookfield Corp Cl A Ltd Vt Sh shares owned by West Financial Advisors

Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors 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 West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 375 45.89

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West Financial Advisors

Top funds holding Brookfield Corp Cl A Ltd Vt Sh

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

View all funds holding Brookfield Corp Cl A Ltd Vt Sh