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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return