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Buttonwood Financial Advisors’s Brookfield BN Stock Holding History

Buttonwood Financial Advisors’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 		$3.16M Sell
74,143
-27
-0% -$1.21K 0.96% 29
2026
Q1 		$3M Buy
74,170
+642
+0.9% +$28.5K 1% 29
2025
Q4 		$3.37M Buy
73,528
+197
+0.3% +$8.98K 1.12% 27
2025
Q3 		$3.35M Buy
73,331
+10,154
+16% +$450K 1.15% 25
2025
Q2 		$2.61M Buy
+63,177
New +$2.34M 1.05% 27

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Buttonwood Financial Advisors's BN Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Brookfield (BN) stake by 0.04% in Q2 2026, selling an estimated $1.21K and leaving 74,143 shares worth $3.16M. The position accounts for 0.96% of the portfolio, ranked #29.

Buttonwood Financial Advisors first reported a position in BN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.37M in Q4 2025. 175 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Buttonwood Financial Advisors held 74,143 shares of Brookfield worth $3.16M as of Q2 2026.
  • Buttonwood Financial Advisors sold 27 Brookfield shares in Q2 2026, an estimated $1.21K.
  • Brookfield made up 0.96% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Buttonwood Financial Advisors first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • Buttonwood Financial Advisors's Brookfield position peaked at $3.37M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.