Rothwell Investment Advisors, LLC’s Brookfield BN Stock Holding History

Rothwell Investment Advisors, LLC’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	$5.65K	Buy	+155	New	+$6.4K	﹤0.01%	889

Other funds holding BN

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Brookfield (BN) in Q3 2026: 155 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

451 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Rothwell Investment Advisors, LLC held 155 shares of Brookfield worth $5.65K as of Q3 2026.
Brookfield was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Brookfield made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #889 holding.
451 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.