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Arkadios Wealth Advisors’s Brookfield BN Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$737K Buy
18,206
+2,368
+15% +$105K 0.01% 929
2025
Q4 		$727K Buy
15,838
+761
+5% +$34.7K 0.01% 842
2025
Q3 		$689K Buy
15,077
+15
+0.1% +$665 0.02% 801
2025
Q2 		$621K Buy
+15,062
New +$558K 0.02% 765

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Arkadios Wealth Advisors's BN Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Brookfield (BN) stake by 15% in Q1 2026, buying an estimated $105K and bringing the position to 18,206 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #929.

Arkadios Wealth Advisors first reported a position in BN in Q2 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Arkadios Wealth Advisors held 18,206 shares of Brookfield worth $737K as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,368 Brookfield shares in Q1 2026, an estimated $105K.
  • Brookfield made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #929 holding.
  • Arkadios Wealth Advisors first reported a position in Brookfield in Q2 2025 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.