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BOK Financial Private Wealth’s Brookfield BN Stock Holding History

BOK Financial 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 		$7.92K Buy
+186
New +$8.32K ﹤0.01% 429
2025
Q3 		– Sell
-375
Closed -$15.5K – 391
2025
Q2 		$15.5K Buy
+375
New +$13.9K ﹤0.01% 333

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

BOK Financial Private Wealth's BN Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Brookfield (BN) in Q2 2026: 186 shares worth $7.92K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in BN as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in BN in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.5K in Q2 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • BOK Financial Private Wealth held 186 shares of Brookfield worth $7.92K as of Q2 2026.
  • Brookfield was a new BOK Financial Private Wealth position in Q2 2026.
  • Brookfield made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #429 holding.
  • BOK Financial Private Wealth first reported a position in Brookfield in Q2 2025 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Brookfield position peaked at $15.5K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.