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Bingham Private Wealth’s Brookfield BN Stock Holding History

Bingham Private Wealth’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 		$1.81M Buy
42,554
+5,071
+14% +$227K 1.25% 15
2026
Q1 		$1.52M Buy
37,483
+1,166
+3% +$51.7K 1.2% 17
2025
Q4 		$1.67M Buy
+36,317
New +$1.66M 1.44% 15
2025
Q2 		$1.28M Sell
31,149
-203
-0.6% -$7.52K 1.22% 21
2025
Q1 		$1.1M Buy
31,352
+1,446
+5% +$54.7K 1.13% 25
2024
Q4 		$1.15M Buy
+29,906
New +$1.13M 1.22% 20

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

Bingham Private Wealth's BN Position: Q2 2026 in Review

Bingham Private Wealth increased its Brookfield (BN) stake by 14% in Q2 2026, buying an estimated $227K and bringing the position to 42,554 shares worth $1.81M. The position accounts for 1.25% of the portfolio, ranked #15.

Bingham Private Wealth first reported a position in BN in Q4 2024 and has held it in 6 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Bingham Private Wealth held 42,554 shares of Brookfield worth $1.81M as of Q2 2026.
  • Bingham Private Wealth bought 5,071 Brookfield shares in Q2 2026, an estimated $227K.
  • Brookfield made up 1.25% of Bingham Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Bingham Private Wealth first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.