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Ashton Thomas Private Wealth’s Brookfield BN Stock Holding History

Ashton Thomas Private Wealth’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 		$248K Buy
5,813
+427
+8% +$19.1K 0.01% 1061
2026
Q1 		$218K Buy
+5,386
New +$239K 0.01% 999

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

Ashton Thomas Private Wealth's BN Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Brookfield (BN) stake by 7.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 5,813 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #1061.

Ashton Thomas Private Wealth first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Ashton Thomas Private Wealth held 5,813 shares of Brookfield worth $248K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 427 Brookfield shares in Q2 2026, an estimated $19.1K.
  • Brookfield made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1061 holding.
  • Ashton Thomas Private Wealth first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.