Atlanta Consulting Group Advisors’s Brookfield BN Stock Holding History

Atlanta Consulting Group 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	$370K	Buy	8,679 +412	+5%	+$18.4K	0.06%	136
2026 Q1	$335K	Hold	8,267	–	–	0.07%	115
2025 Q4	$379K	Buy	8,267 +674	+9%	+$30.7K	0.09%	108
2025 Q3	$347K	Hold	7,593	–	–	0.08%	100
2025 Q2	$314K	Hold	7,593	–	–	0.09%	101
2025 Q1	$266K	Hold	7,593	–	–	0.08%	99
2024 Q4	$291K	Hold	7,593	–	–	0.11%	102
2024 Q3	$269K	Hold	7,593	–	–	0.07%	185
2024 Q2	$210K	Hold	7,593	–	–	0.05%	109
2024 Q1	$212K	Buy	+7,593	New	+$205K	0.07%	125

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

Atlanta Consulting Group Advisors's BN Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Brookfield (BN) stake by 5% in Q2 2026, buying an estimated $18.4K and bringing the position to 8,679 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #136.

Atlanta Consulting Group Advisors first reported a position in BN in Q1 2024 and has held it in 10 quarters since. The position peaked at $379K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Atlanta Consulting Group Advisors held 8,679 shares of Brookfield worth $370K as of Q2 2026.
Atlanta Consulting Group Advisors bought 412 Brookfield shares in Q2 2026, an estimated $18.4K.
Brookfield made up 0.06% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #136 holding.
Atlanta Consulting Group Advisors first reported a position in Brookfield in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's Brookfield position peaked at $379K in Q4 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.