Cedar Mountain Advisors
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Cedar Mountain Advisors’s Brookfield BN Stock Holding History

Cedar Mountain 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
Q3 		$3.9K Hold
107
– – ﹤0.01% 714
2026
Q2 		$4.56K Hold
107
– – ﹤0.01% 721
2026
Q1 		$4.33K Sell
107
-190
-64% -$8.42K ﹤0.01% 697
2025
Q4 		$13.6K Hold
297
– – ﹤0.01% 227
2025
Q3 		$13.6K Buy
+297
New +$13.2K ﹤0.01% 231

Other funds holding BN

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Cedar Mountain Advisors's BN Position: Q3 2026 in Review

Cedar Mountain Advisors held its Brookfield (BN) position steady in Q3 2026 at 107 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Cedar Mountain Advisors first reported a position in BN in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.6K in Q4 2025. 177 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Cedar Mountain Advisors held 107 shares of Brookfield worth $3.9K as of Q3 2026.
  • Cedar Mountain Advisors left its Brookfield share count unchanged in Q3 2026.
  • Brookfield made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #714 holding.
  • Cedar Mountain Advisors first reported a position in Brookfield in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Brookfield position peaked at $13.6K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.