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B. Riley Wealth Advisors’s Brookfield BN Stock Holding History

B. Riley Wealth 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
2025
Q3 		– Sell
-21,074
Closed -$869K – 1087
2025
Q2 		$869K Sell
21,074
-6,847
-25% -$254K 0.04% 386
2025
Q1 		$976K Sell
27,921
-350
-1% -$13.2K 0.03% 516
2024
Q4 		$1.08M Sell
28,271
-2,899
-9% -$109K 0.04% 431
2024
Q3 		$1.1M Sell
31,170
-183
-0.6% -$5.78K 0.03% 474
2024
Q2 		$869K Buy
31,353
+1,339
+4% +$37.3K 0.02% 586
2024
Q1 		$626K Buy
30,014
+1,073
+4% +$28.9K 0.02% 691
2023
Q4 		$774K Sell
28,941
-1,073
-4% -$24.4K 0.02% 612
2023
Q3 		$626K Sell
30,014
-571
-2% -$12.9K 0.02% 691
2023
Q2 		$687K Buy
30,585
+2,473
+9% +$52.4K 0.02% 718
2023
Q1 		$611K Buy
28,112
+212
+0.8% +$4.78K 0.02% 727
2022
Q4 		$585K Sell
27,900
-5,839
-17% -$131K 0.02% 727
2022
Q3 		$744K Buy
33,739
+24,476
+264% +$634K 0.02% 608
2022
Q2 		$222K Buy
9,263
+750
+9% +$20K 0.01% 1003
2022
Q1 		$260K Sell
8,513
-249
-3% -$7.45K 0.01% 1081
2021
Q4 		$286K Sell
8,762
-15
-0.2% -$474 0.01% 1102
2021
Q3 		$254K Buy
8,777
+748
+9% +$21.8K 0.01% 1131
2021
Q2 		$221K Sell
8,029
-4,507
-36% -$115K 0.01% 1168
2021
Q1 		$299K Buy
+12,536
New +$280K 0.01% 1001
2015
Q1 		– Sell
-1,038
Closed -$12K – 734
2014
Q4 		$12K Buy
+1,038
New +$11.7K ﹤0.01% 2771
2014
Q3 		– Sell
-3,075
Closed -$31.7K – 789
2014
Q2 		$31.7K Buy
+3,075
New +$30.8K 0.01% 1236

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

B. Riley Wealth Advisors's BN Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Brookfield (BN) in Q3 2025, closing a stake of 21,074 shares — an estimated $869K sold.

B. Riley Wealth Advisors first reported a position in BN in Q2 2014 and held it in 20 quarters. The position peaked at $1.1M in Q3 2024. 881 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Brookfield position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,074 Brookfield shares in Q3 2025, an estimated $869K.
  • B. Riley Wealth Advisors first reported a position in Brookfield in Q2 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Brookfield position peaked at $1.1M in Q3 2024.
  • 881 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.