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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
Q2 		$326K Buy
+7,653
New +$342K 0.02% 554
2022
Q2 		– Sell
-29,914
Closed -$285K – 275
2022
Q1 		$285K Buy
+29,914
New +$894K ﹤0.01% 687

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Aaron Wealth Advisors's BN Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Brookfield (BN) in Q2 2026: 7,653 shares worth $326K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in BN as recently as Q1 2022.

Aaron Wealth Advisors first reported a position in BN in Q1 2022 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Aaron Wealth Advisors held 7,653 shares of Brookfield worth $326K as of Q2 2026.
  • Brookfield was a new Aaron Wealth Advisors position in Q2 2026.
  • Brookfield made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #554 holding.
  • Aaron Wealth Advisors first reported a position in Brookfield in Q1 2022 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.