Carbahal Olsen Financial Services Group’s Brookfield BN Stock Holding History

Carbahal Olsen Financial Services Group’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	$487K	Hold	11,443	–	–	0.34%	23
2026 Q1	$463K	Hold	11,443	–	–	0.37%	19
2025 Q4	$525K	Sell	11,443 -1	-0%	-$46	0.4%	16
2025 Q3	$523K	Hold	11,444	–	–	0.42%	16
2025 Q2	$472K	Hold	11,444	–	–	0.4%	15
2025 Q1	$400K	Hold	11,444	–	–	0.38%	17
2024 Q4	$438K	Buy	+11,444	New	+$431K	0.4%	16

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

Carbahal Olsen Financial Services Group's BN Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its Brookfield (BN) position steady in Q2 2026 at 11,443 shares worth $487K. The position accounts for 0.34% of the portfolio, ranked #23.

Carbahal Olsen Financial Services Group first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $525K in Q4 2025. 939 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Carbahal Olsen Financial Services Group held 11,443 shares of Brookfield worth $487K as of Q2 2026.
Carbahal Olsen Financial Services Group left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.34% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #23 holding.
Carbahal Olsen Financial Services Group first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
Carbahal Olsen Financial Services Group's Brookfield position peaked at $525K in Q4 2025.
939 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.