Aprio Wealth Management
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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
Q3 		$327K Sell
8,961
-334
-4% -$13.8K 0.01% 502
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Aprio Wealth Management's BN Position: Q3 2026 in Review

Aprio Wealth Management reduced its Brookfield (BN) stake by 3.6% in Q3 2026, selling an estimated $13.8K and leaving 8,961 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #502.

Aprio Wealth Management first reported a position in BN in Q2 2025 and has held it in 6 quarters since. The position peaked at $432K in Q4 2025. 759 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Aprio Wealth Management held 8,961 shares of Brookfield worth $327K as of Q3 2026.
  • Aprio Wealth Management sold 334 Brookfield shares in Q3 2026, an estimated $13.8K.
  • Brookfield made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #502 holding.
  • Aprio Wealth Management first reported a position in Brookfield in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Brookfield position peaked at $432K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.