Atomi Financial Group’s Brookfield BN Stock Holding History

Atomi Financial Group’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	$1.2M	Buy	28,181 +1,145	+4%	+$51.2K	0.03%	412
2026 Q1	$1.09M	Sell	27,036 -3,425	-11%	-$152K	0.03%	410
2025 Q4	$1.4M	Buy	30,461 +2,504	+9%	+$114K	0.04%	315
2025 Q3	$1.28M	Buy	27,957 +2,796	+11%	+$124K	0.04%	307
2025 Q2	$1.04M	Buy	25,161 +4,923	+24%	+$182K	0.04%	329
2025 Q1	$707K	Sell	20,238 -761	-4%	-$28.8K	0.03%	402
2024 Q4	$804K	Buy	20,999 +2,813	+15%	+$106K	0.04%	320
2024 Q3	$644K	Buy	18,186 +4,507	+33%	+$142K	0.04%	362
2024 Q2	$379K	Buy	13,679 +3,000	+28%	+$83.6K	0.03%	491
2024 Q1	$298K	Buy	+10,679	New	+$288K	0.03%	541

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

Atomi Financial Group's BN Position: Q2 2026 in Review

Atomi Financial Group increased its Brookfield (BN) stake by 4.2% in Q2 2026, buying an estimated $51.2K and bringing the position to 28,181 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #412.

Atomi Financial Group first reported a position in BN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Atomi Financial Group held 28,181 shares of Brookfield worth $1.2M as of Q2 2026.
Atomi Financial Group bought 1,145 Brookfield shares in Q2 2026, an estimated $51.2K.
Brookfield made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #412 holding.
Atomi Financial Group first reported a position in Brookfield in Q1 2024 and has held it in 10 quarters since.
Atomi Financial Group's Brookfield position peaked at $1.4M in Q4 2025.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.