Aaron Wealth Advisors
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Aaron Wealth Advisors’s Brookfield BN Stock Holding History

Aaron Wealth Advisors’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 		– Sell
-7,653
Closed -$326K – 694
2026
Q2 		$326K Buy
+7,653
New +$342K 0.02% 554
2022
Q2 		– Sell
-529
Closed -$16.1K – 275
2022
Q1 		$16.1K Buy
+529
New +$15.8K ﹤0.01% 693

Other funds holding BN

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
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
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Aaron Wealth Advisors's BN Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Brookfield (BN) in Q3 2026, closing a stake of 7,653 shares — an estimated $326K sold.

Aaron Wealth Advisors first reported a position in BN in Q1 2022 and held it in 2 quarters. The position peaked at $326K in Q2 2026. 300 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Brookfield position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 7,653 Brookfield shares in Q3 2026, an estimated $326K.
  • Aaron Wealth Advisors first reported a position in Brookfield in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Brookfield position peaked at $326K in Q2 2026.
  • 300 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.