Allied Private Wealth’s Brookfield BN Stock Holding History

Allied Private Wealth’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	$129K	Buy	+3,000	New	+$134K	0.08%	153

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Allied Private Wealth's BN Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Brookfield (BN) in Q2 2026: 3,000 shares worth $129K. The stake represents 0.08% of the portfolio and ranks #153 among its holdings.

940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Allied Private Wealth held 3,000 shares of Brookfield worth $129K as of Q2 2026.
Brookfield was a new Allied Private Wealth position in Q2 2026.
Brookfield made up 0.08% of Allied Private Wealth's portfolio in Q2 2026, its #153 holding.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.