Allworth Financial’s Brookfield Renewable BEP Stock Holding History

Allworth Financial’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Sell	4,895 -2	-0%	-$69	﹤0.01%	1585
2026 Q1	$160K	Sell	4,897 -3,748	-43%	-$113K	﹤0.01%	1536
2025 Q4	$233K	Buy	8,645 +750	+9%	+$21.3K	﹤0.01%	1271
2025 Q3	$204K	Buy	7,895 +2,595	+49%	+$66.8K	﹤0.01%	1294
2025 Q2	$135K	Buy	5,300 +2,300	+77%	+$54.1K	﹤0.01%	1367
2025 Q1	$67K	Hold	3,000	–	–	﹤0.01%	1417
2024 Q4	$60.1K	Buy	+3,000	New	+$76.6K	﹤0.01%	1491

Other funds holding BEP

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allworth Financial's BEP Position: Q2 2026 in Review

Allworth Financial reduced its Brookfield Renewable (BEP) stake by 0.04% in Q2 2026, selling an estimated $69 and leaving 4,895 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Allworth Financial first reported a position in BEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2025. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Allworth Financial held 4,895 shares of Brookfield Renewable worth $170K as of Q2 2026.
Allworth Financial sold 2 Brookfield Renewable shares in Q2 2026, an estimated $69.
Brookfield Renewable made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1585 holding.
Allworth Financial first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Brookfield Renewable position peaked at $233K in Q4 2025.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.