Canvas Wealth Advisors’s Brookfield BN Stock Holding History

Canvas Wealth 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	$204K	Buy	+4,779	New	+$214K	0.03%	243
2026 Q1	–	Sell	-4,680	Closed	-$215K	–	242
2025 Q4	$215K	Sell	4,680 -122	-3%	-$5.56K	0.04%	207
2025 Q3	$220K	Buy	4,802 +50	+1%	+$2.21K	0.04%	199
2025 Q2	$214K	Buy	+4,752	New	+$176K	0.04%	198
2025 Q1	–	Sell	-5,364	Closed	-$205K	–	183
2024 Q4	$205K	Buy	+5,364	New	+$202K	0.05%	171

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canvas Wealth Advisors's BN Position: Q2 2026 in Review

Canvas Wealth Advisors opened a new position in Brookfield (BN) in Q2 2026: 4,779 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings. This is a return to the name: Canvas Wealth Advisors previously reported a position in BN as recently as Q4 2025.

Canvas Wealth Advisors first reported a position in BN in Q4 2024 and has held it in 5 quarters since. The position peaked at $220K in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Canvas Wealth Advisors held 4,779 shares of Brookfield worth $204K as of Q2 2026.
Brookfield was a new Canvas Wealth Advisors position in Q2 2026.
Brookfield made up 0.03% of Canvas Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Canvas Wealth Advisors first reported a position in Brookfield in Q4 2024 and has held it in 5 quarters since.
Canvas Wealth Advisors's Brookfield position peaked at $220K in Q3 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.