4J Wealth Management
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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
Q3 		$428K Sell
11,734
-277
-2% -$11.4K 0.2% 72
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

4J Wealth Management's BN Position: Q3 2026 in Review

4J Wealth Management reduced its Brookfield (BN) stake by 2.3% in Q3 2026, selling an estimated $11.4K and leaving 11,734 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #72.

4J Wealth Management first reported a position in BN in Q4 2020 and has held it in 24 quarters since. The position peaked at $625K in Q1 2022. 384 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • 4J Wealth Management held 11,734 shares of Brookfield worth $428K as of Q3 2026.
  • 4J Wealth Management sold 277 Brookfield shares in Q3 2026, an estimated $11.4K.
  • Brookfield made up 0.2% of 4J Wealth Management's portfolio in Q3 2026, its #72 holding.
  • 4J Wealth Management first reported a position in Brookfield in Q4 2020 and has held it in 24 quarters since.
  • 4J Wealth Management's Brookfield position peaked at $625K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.