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Axxcess Wealth Management’s Brookfield BN Stock Holding History

Axxcess Wealth Management’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 		$204K Buy
+4,788
New +$214K ﹤0.01% 1007
2026
Q1 		– Sell
-5,367
Closed -$246K – 447
2025
Q4 		$246K Sell
5,367
-1,617
-23% -$73.7K ﹤0.01% 916
2025
Q3 		$319K Sell
6,984
-533
-7% -$23.6K 0.01% 739
2025
Q2 		$310K Buy
7,517
+63
+0.8% +$2.33K 0.01% 706
2025
Q1 		$260K Buy
7,454
+195
+3% +$7.37K 0.01% 728
2024
Q4 		$278K Sell
7,259
-6,885
-49% -$259K 0.01% 693
2024
Q3 		$501K Buy
14,144
+5,346
+61% +$169K 0.01% 547
2024
Q2 		$244K Sell
8,798
-223
-2% -$6.21K 0.01% 722
2024
Q1 		$252K Sell
9,021
-305
-3% -$8.22K 0.01% 733
2023
Q4 		$249K Buy
+9,326
New +$212K 0.01% 711

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Axxcess Wealth Management's BN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Brookfield (BN) in Q2 2026: 4,788 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BN in Q4 2023 and has held it in 10 quarters since. The position peaked at $501K in Q3 2024. 464 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Axxcess Wealth Management held 4,788 shares of Brookfield worth $204K as of Q2 2026.
  • Brookfield was a new Axxcess Wealth Management position in Q2 2026.
  • Brookfield made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1007 holding.
  • Axxcess Wealth Management first reported a position in Brookfield in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's Brookfield position peaked at $501K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.