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Burkett Financial Services’s Brookfield BN Stock Holding History

Burkett Financial Services’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 		$23.1K Buy
+543
New +$24.3K 0.01% 144

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Burkett Financial Services's BN Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Brookfield (BN) in Q2 2026: 543 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings.

439 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Burkett Financial Services held 543 shares of Brookfield worth $23.1K as of Q2 2026.
  • Brookfield was a new Burkett Financial Services position in Q2 2026.
  • Brookfield made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #144 holding.
  • 439 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.