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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
Q2 		$770K Sell
18,082
-124
-0.7% -$5.54K 0.01% 912
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 $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Arkadios Wealth Advisors's BN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Brookfield (BN) stake by 0.68% in Q2 2026, selling an estimated $5.54K and leaving 18,082 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #912.

Arkadios Wealth Advisors first reported a position in BN in Q2 2025 and has held it in 5 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Arkadios Wealth Advisors held 18,082 shares of Brookfield worth $770K as of Q2 2026.
  • Arkadios Wealth Advisors sold 124 Brookfield shares in Q2 2026, an estimated $5.54K.
  • Brookfield made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #912 holding.
  • Arkadios Wealth Advisors first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.