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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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M 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
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return