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Avanza Fonder’s Brookfield BN Stock Holding History

Avanza Fonder’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 		$9.69M Buy
160,199
+33,398
+26% +$1.49M 0.21% 93
2026
Q1 		$7.15M Hold
126,801
– – 0.2% 106
2025
Q4 		$7.99M Buy
126,801
+13,926
+12% +$635K 0.2% 101
2025
Q3 		$7.19M Hold
112,875
– – 0.19% 95
2025
Q2 		$6.34M Sell
112,875
-13,067
-10% -$484K 0.19% 96
2025
Q1 		$6.54M Hold
125,942
– – 0.21% 91
2024
Q4 		$6.94M Buy
+125,942
New +$4.74M 0.21% 85

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Avanza Fonder's BN Position: Q2 2026 in Review

Avanza Fonder increased its Brookfield (BN) stake by 26% in Q2 2026, buying an estimated $1.49M and bringing the position to 160,199 shares worth $9.69M. The position accounts for 0.21% of the portfolio, ranked #93.

Avanza Fonder first reported a position in BN in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Avanza Fonder held 160,199 shares of Brookfield worth $9.69M as of Q2 2026.
  • Avanza Fonder bought 33,398 Brookfield shares in Q2 2026, an estimated $1.49M.
  • Brookfield made up 0.21% of Avanza Fonder's portfolio in Q2 2026, its #93 holding.
  • Avanza Fonder first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
  • 318 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.