CMA
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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
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

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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Cedar Mountain Advisors's BN Position: Q2 2026 in Review

Cedar Mountain Advisors held its Brookfield (BN) position steady in Q2 2026 at 107 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Cedar Mountain Advisors first reported a position in BN in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q4 2025. 123 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Cedar Mountain Advisors held 107 shares of Brookfield worth $4.56K as of Q2 2026.
  • Cedar Mountain Advisors left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #721 holding.
  • Cedar Mountain Advisors first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Brookfield position peaked at $13.6K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.