Atlas Capital Advisors’s Brookfield BN Stock Holding History

Atlas Capital 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	$194K	Buy	4,565 +3,253	+248%	+$145K	0.02%	472
2026 Q1	$53.1K	Buy	+1,312	New	+$58.1K	0.01%	632
2023 Q1	–	Sell	-279	Closed	-$5.85K	–	908
2022 Q4	$5.85K	Sell	279 -66	-19%	-$1.48K	﹤0.01%	774
2022 Q3	$7.61K	Hold	345	–	–	﹤0.01%	740
2022 Q2	$8.27K	Hold	345	–	–	﹤0.01%	775
2022 Q1	$10.5K	Hold	345	–	–	﹤0.01%	698
2021 Q4	$11.2K	Hold	345	–	–	﹤0.01%	703
2021 Q3	$9.95K	Hold	345	–	–	﹤0.01%	723
2021 Q2	$9.48K	Sell	345 -3	-0.9%	-$77	﹤0.01%	748
2021 Q1	$8.28K	Hold	348	–	–	﹤0.01%	703
2020 Q4	$7.68K	Buy	+348	New	+$6.97K	﹤0.01%	607
2020 Q3	–	Sell	-731	Closed	-$12.9K	–	345
2020 Q2	$12.9K	Sell	731 -729	-50%	-$12.8K	﹤0.01%	586
2020 Q1	$23.1K	Sell	1,460 -14,120	-91%	-$291K	0.01%	507
2019 Q4	$321K	Sell	15,580 -623	-4%	-$12.4K	0.08%	255
2019 Q3	$307K	Buy	16,203 +2,187	+16%	+$39.6K	0.09%	258
2019 Q2	$239K	Buy	14,016 +347	+3%	+$5.87K	0.08%	265
2019 Q1	$228K	Hold	13,669	–	–	0.08%	245
2018 Q4	$187K	Buy	+13,669	New	+$204K	0.07%	262

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

Atlas Capital Advisors's BN Position: Q2 2026 in Review

Atlas Capital Advisors increased its Brookfield (BN) stake by 248% in Q2 2026, buying an estimated $145K and bringing the position to 4,565 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #472.

Atlas Capital Advisors first reported a position in BN in Q4 2018 and has held it in 18 quarters since. The position peaked at $321K in Q4 2019. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Atlas Capital Advisors held 4,565 shares of Brookfield worth $194K as of Q2 2026.
Atlas Capital Advisors bought 3,253 Brookfield shares in Q2 2026, an estimated $145K.
Brookfield made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #472 holding.
Atlas Capital Advisors first reported a position in Brookfield in Q4 2018 and has held it in 18 quarters since.
Atlas Capital Advisors's Brookfield position peaked at $321K in Q4 2019.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.