Beaird Harris Wealth Management’s Brookfield BN Stock Holding History

Beaird Harris 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	$554	Hold	13	–	–	﹤0.01%	599
2026 Q1	$527	Hold	13	–	–	﹤0.01%	564
2025 Q4	$597	Sell	13 -1	-7%	-$46	﹤0.01%	582
2025 Q3	$618	Sell	14 -10	-42%	-$443	﹤0.01%	599
2025 Q2	$990	Buy	+24	New	+$889	﹤0.01%	558
2022 Q3	–	Sell	-412	Closed	-$10K	–	484
2022 Q2	$10K	Hold	412	–	–	﹤0.01%	246
2022 Q1	$13K	Hold	412	–	–	﹤0.01%	290
2021 Q4	$13K	Buy	+412	New	+$13K	﹤0.01%	368

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Beaird Harris Wealth Management's BN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Brookfield (BN) position steady in Q2 2026 at 13 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Beaird Harris Wealth Management first reported a position in BN in Q4 2021 and has held it in 8 quarters since. The position peaked at $13K in Q1 2022. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Beaird Harris Wealth Management held 13 shares of Brookfield worth $554 as of Q2 2026.
Beaird Harris Wealth Management left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #599 holding.
Beaird Harris Wealth Management first reported a position in Brookfield in Q4 2021 and has held it in 8 quarters since.
Beaird Harris Wealth Management's Brookfield position peaked at $13K in Q1 2022.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.