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Aprio Wealth Management’s Brookfield BN Stock Holding History

Aprio Wealth Management’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 		$396K Buy
9,295
+13
+0.1% +$581 0.02% 440
2026
Q1 		$376K Sell
9,282
-123
-1% -$5.45K 0.02% 433
2025
Q4 		$432K Buy
9,405
+3,328
+55% +$152K 0.02% 346
2025
Q3 		$278K Buy
6,077
+315
+5% +$14K 0.03% 345
2025
Q2 		$238K Buy
+5,762
New +$214K 0.03% 351

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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Aprio Wealth Management's BN Position: Q2 2026 in Review

Aprio Wealth Management increased its Brookfield (BN) stake by 0.14% in Q2 2026, buying an estimated $581 and bringing the position to 9,295 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #440.

Aprio Wealth Management first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $432K in Q4 2025. 235 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Aprio Wealth Management held 9,295 shares of Brookfield worth $396K as of Q2 2026.
  • Aprio Wealth Management bought 13 Brookfield shares in Q2 2026, an estimated $581.
  • Brookfield made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Aprio Wealth Management first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Brookfield position peaked at $432K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.