Beacon Financial Planning
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Beacon Financial Planning’s Brookfield BN Stock Holding History

Beacon Financial Planning’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
Q3 		$211K Sell
5,776
-2,886
-33% -$119K 0.07% 82
2026
Q2 		$369K Hold
8,662
– – 0.13% 62
2026
Q1 		$351K Buy
+8,662
New +$384K 0.14% 61

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Beacon Financial Planning's BN Position: Q3 2026 in Review

Beacon Financial Planning reduced its Brookfield (BN) stake by 33% in Q3 2026, selling an estimated $119K and leaving 5,776 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #82.

Beacon Financial Planning first reported a position in BN in Q1 2026 and has held it in 3 quarters since. The position peaked at $369K in Q2 2026. 759 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Beacon Financial Planning held 5,776 shares of Brookfield worth $211K as of Q3 2026.
  • Beacon Financial Planning sold 2,886 Brookfield shares in Q3 2026, an estimated $119K.
  • Brookfield made up 0.07% of Beacon Financial Planning's portfolio in Q3 2026, its #82 holding.
  • Beacon Financial Planning first reported a position in Brookfield in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Planning's Brookfield position peaked at $369K in Q2 2026.
  • 759 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.