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Capital Advisors Ltd’s Brookfield BN Stock Holding History

Capital Advisors Ltd’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 		$6K Buy
+133
New +$5.95K ﹤0.01% 933

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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Capital Advisors Ltd's BN Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Brookfield (BN) in Q2 2026: 133 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

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

  • Capital Advisors Ltd held 133 shares of Brookfield worth $6K as of Q2 2026.
  • Brookfield was a new Capital Advisors Ltd position in Q2 2026.
  • Brookfield made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #933 holding.
  • 206 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.