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Avantax Advisory Services’s Brookfield BN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$591K Buy
14,339
+1,392
+11% +$51.6K ﹤0.01% 1485
2025
Q1 		$452K Buy
12,947
+203
+2% +$7.67K ﹤0.01% 1565
2024
Q4 		$488K Sell
12,744
-392
-3% -$14.8K ﹤0.01% 1463
2024
Q3 		$465K Buy
13,136
+1,448
+12% +$45.7K ﹤0.01% 1455
2024
Q2 		$324K Buy
+11,688
New +$326K ﹤0.01% 1644

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Avantax Advisory Services's BN Position: Q2 2025 in Review

Avantax Advisory Services increased its Brookfield (BN) stake by 11% in Q2 2025, buying an estimated $51.6K and bringing the position to 14,339 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Avantax Advisory Services first reported a position in BN in Q2 2024 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Avantax Advisory Services held 14,339 shares of Brookfield worth $591K as of Q2 2025.
  • Avantax Advisory Services bought 1,392 Brookfield shares in Q2 2025, an estimated $51.6K.
  • Brookfield made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1485 holding.
  • Avantax Advisory Services first reported a position in Brookfield in Q2 2024 and has held it in 5 quarters since.
  • 852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.