4J Wealth Management’s Brookfield BN Stock Holding History

4J Wealth Management’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
2026 Q2	$512K	Hold	12,011	–	–	0.25%	61
2026 Q1	$486K	Hold	12,011	–	–	0.28%	55
2025 Q4	$551K	Sell	12,011 -547	-4%	-$24.9K	0.32%	49
2025 Q3	$574K	Hold	12,558	–	–	0.34%	48
2025 Q2	$518K	Buy	12,558 +45	+0.4%	+$1.67K	0.35%	51
2025 Q1	$437K	Sell	12,513 -30	-0.2%	-$1.13K	0.34%	50
2024 Q4	$480K	Hold	12,543	–	–	0.39%	43
2024 Q3	$444K	Sell	12,543 -3	-0%	-$95	0.34%	51
2024 Q2	$347K	Sell	12,546 -257	-2%	-$7.16K	0.29%	58
2024 Q1	$357K	Sell	12,803 -30	-0.2%	-$809	0.31%	59
2023 Q4	$343K	Sell	12,833 -1,464	-10%	-$33.2K	0.31%	58
2023 Q3	$298K	Sell	14,297 -190	-1%	-$4.28K	0.3%	61
2023 Q2	$325K	Sell	14,487 -992	-6%	-$21K	0.32%	60
2023 Q1	$336K	Buy	15,479 +38	+0.2%	+$856	0.36%	58
2022 Q4	$324K	Sell	15,441 -6,096	-28%	-$137K	0.38%	58
2022 Q3	$475K	Buy	21,537 +2	+0%	+$52	0.61%	35
2022 Q2	$516K	Buy	21,535 +1,039	+5%	+$27.8K	0.65%	36
2022 Q1	$625K	Buy	20,496 +3,835	+23%	+$115K	0.55%	37
2021 Q4	$542K	Buy	16,661 +2,819	+20%	+$89.2K	0.46%	42
2021 Q3	$399K	Sell	13,842 -102	-0.7%	-$2.98K	0.35%	48
2021 Q2	$383K	Sell	13,944 -98	-0.7%	-$2.51K	0.33%	49
2021 Q1	$334K	Hold	14,042	–	–	0.31%	57
2020 Q4	$310K	Buy	+14,042	New	+$281K	0.3%	61

Other funds holding BN

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

4J Wealth Management's BN Position: Q2 2026 in Review

4J Wealth Management held its Brookfield (BN) position steady in Q2 2026 at 12,011 shares worth $512K. The position accounts for 0.25% of the portfolio, ranked #61.

4J Wealth Management first reported a position in BN in Q4 2020 and has held it in 23 quarters since. The position peaked at $625K in Q1 2022. 325 funds tracked by Wall St. Rank hold BN as of Q2 2026.

4J Wealth Management held 12,011 shares of Brookfield worth $512K as of Q2 2026.
4J Wealth Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.25% of 4J Wealth Management's portfolio in Q2 2026, its #61 holding.
4J Wealth Management first reported a position in Brookfield in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's Brookfield position peaked at $625K in Q1 2022.
325 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.