Arax Advisory Partners’s Brookfield BN Stock Holding History

Arax Advisory Partners’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	$2.43M	Buy	57,053 +50,531	+775%	+$2.26M	0.02%	764
2026 Q1	$264K	Sell	6,522 -4,664	-42%	-$207K	0.01%	945
2025 Q4	$514K	Buy	11,186 +1,863	+20%	+$84.9K	0.02%	576
2025 Q3	$426K	Buy	9,323 +3,278	+54%	+$145K	0.01%	969
2025 Q2	$249K	Buy	+6,045	New	+$224K	0.01%	581
2023 Q2	–	Sell	-24	Closed	-$522	–	1275
2023 Q1	$522	Hold	24	–	–	﹤0.01%	1187
2022 Q4	$503	Sell	24 -6	-20%	-$135	﹤0.01%	1181
2022 Q3	$1K	Buy	30 +4	+15%	+$104	﹤0.01%	1042
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	1012
2022 Q1	$1K	Sell	26 -161	-86%	-$4.81K	﹤0.01%	1000
2021 Q4	$6K	Hold	187	–	–	﹤0.01%	726
2021 Q3	$5K	Buy	187 +26	+16%	+$759	﹤0.01%	752
2021 Q2	$4K	Buy	+161	New	+$4.12K	﹤0.01%	772
2020 Q4	$4K	Hold	163	–	–	﹤0.01%	624
2020 Q3	$3K	Hold	163	–	–	﹤0.01%	619
2020 Q2	$3K	Hold	163	–	–	﹤0.01%	612
2020 Q1	$3K	Buy	+163	New	+$3.35K	﹤0.01%	598

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

Arax Advisory Partners's BN Position: Q2 2026 in Review

Arax Advisory Partners increased its Brookfield (BN) stake by 775% in Q2 2026, buying an estimated $2.26M and bringing the position to 57,053 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #764.

Arax Advisory Partners first reported a position in BN in Q1 2020 and has held it in 17 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Arax Advisory Partners held 57,053 shares of Brookfield worth $2.43M as of Q2 2026.
Arax Advisory Partners bought 50,531 Brookfield shares in Q2 2026, an estimated $2.26M.
Brookfield made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #764 holding.
Arax Advisory Partners first reported a position in Brookfield in Q1 2020 and has held it in 17 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.