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Accuvest Global Advisors’s Brookfield BN Stock Holding History

Accuvest Global 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 		$623K Buy
14,622
+2,399
+20% +$107K 0.54% 37
2026
Q1 		$495K Buy
12,223
+3,945
+48% +$175K 0.46% 36
2025
Q4 		$380K Sell
8,278
-65,284
-89% -$2.98M 0.28% 52
2025
Q3 		$3.36M Buy
73,562
+26,096
+55% +$1.16M 2.1% 22
2025
Q2 		$1.96M Buy
+47,466
New +$1.76M 1.27% 25

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Accuvest Global Advisors's BN Position: Q2 2026 in Review

Accuvest Global Advisors increased its Brookfield (BN) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 14,622 shares worth $623K. The position accounts for 0.54% of the portfolio, ranked #37.

Accuvest Global Advisors first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q3 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Accuvest Global Advisors held 14,622 shares of Brookfield worth $623K as of Q2 2026.
  • Accuvest Global Advisors bought 2,399 Brookfield shares in Q2 2026, an estimated $107K.
  • Brookfield made up 0.54% of Accuvest Global Advisors's portfolio in Q2 2026, its #37 holding.
  • Accuvest Global Advisors first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • Accuvest Global Advisors's Brookfield position peaked at $3.36M in Q3 2025.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.