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Benjamin Edwards Inc’s Brookfield BN Stock Holding History

Benjamin Edwards Inc’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 		$262K Sell
6,154
-3,290
-35% -$147K ﹤0.01% 1287
2026
Q1 		$381K Buy
9,444
+804
+9% +$35.6K ﹤0.01% 1083
2025
Q4 		$397K Buy
8,640
+3,931
+83% +$179K ﹤0.01% 1018
2025
Q3 		$215K Buy
+4,709
New +$209K ﹤0.01% 1225

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Benjamin Edwards Inc's BN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Brookfield (BN) stake by 35% in Q2 2026, selling an estimated $147K and leaving 6,154 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Benjamin Edwards Inc first reported a position in BN in Q3 2025 and has held it in 4 quarters since. The position peaked at $397K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Benjamin Edwards Inc held 6,154 shares of Brookfield worth $262K as of Q2 2026.
  • Benjamin Edwards Inc sold 3,290 Brookfield shares in Q2 2026, an estimated $147K.
  • Brookfield made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1287 holding.
  • Benjamin Edwards Inc first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Brookfield position peaked at $397K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.