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 Q1	$351K	Buy	+8,662	New	+$384K	0.14%	61

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Beacon Financial Planning's BN Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Brookfield (BN) in Q1 2026: 8,662 shares worth $351K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Beacon Financial Planning held 8,662 shares of Brookfield worth $351K as of Q1 2026.
Brookfield was a new Beacon Financial Planning position in Q1 2026.
Brookfield made up 0.14% of Beacon Financial Planning's portfolio in Q1 2026, its #61 holding.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.