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Checchi Capital Advisers’s Brookfield BN Stock Holding History

Checchi Capital Advisers’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 		$397K Sell
9,330
-69
-0.7% -$3.08K 0.02% 411
2026
Q1 		$380K Buy
9,399
+145
+2% +$6.43K 0.02% 409
2025
Q4 		$425K Sell
9,254
-1,797
-16% -$81.9K 0.02% 362
2025
Q3 		$505K Buy
11,051
+39
+0.4% +$1.73K 0.03% 324
2025
Q2 		$454K Sell
11,012
-51
-0.5% -$1.89K 0.03% 361
2025
Q1 		$387K Buy
11,063
+314
+3% +$11.9K 0.02% 388
2024
Q4 		$412K Buy
10,749
+84
+0.8% +$3.17K 0.02% 363
2024
Q3 		$378K Buy
10,665
+61
+0.6% +$1.93K 0.02% 393
2024
Q2 		$294K Buy
10,604
+671
+7% +$18.7K 0.01% 442
2024
Q1 		$277K Buy
9,933
+432
+5% +$11.7K 0.02% 461
2023
Q4 		$254K Sell
9,501
-165
-2% -$3.75K 0.02% 467
2023
Q3 		$202K Hold
9,666
– – 0.02% 506
2023
Q2 		$217K Buy
9,666
+201
+2% +$4.26K 0.02% 522
2023
Q1 		$206K Buy
+9,465
New +$213K 0.02% 524
2022
Q4 		– Sell
-14,723
Closed -$324K – 551
2022
Q3 		$324K Buy
14,723
+161
+1% +$4.17K 0.03% 367
2022
Q2 		$390K Buy
14,562
+113
+0.8% +$3.02K 0.03% 343
2022
Q1 		$441K Buy
14,449
+575
+4% +$17.2K 0.04% 297
2021
Q4 		$451K Buy
13,874
+570
+4% +$18K 0.04% 276
2021
Q3 		$384K Buy
13,304
+165
+1% +$4.82K 0.04% 299
2021
Q2 		$361K Sell
13,139
-977
-7% -$25K 0.04% 314
2021
Q1 		$336K Sell
14,116
-234
-2% -$5.22K 0.03% 321
2020
Q4 		$317K Sell
14,350
-239
-2% -$4.78K 0.03% 324
2020
Q3 		$258K Sell
14,589
-779
-5% -$13.9K 0.03% 340
2020
Q2 		$271K Buy
15,368
+59
+0.4% +$1.04K 0.03% 329
2020
Q1 		$242K Buy
15,309
+3,235
+27% +$66.6K 0.02% 296
2019
Q4 		$249K Sell
12,074
-3,703
-23% -$73.8K 0.03% 351
2019
Q3 		$299K Sell
15,777
-930
-6% -$16.8K 0.04% 294
2019
Q2 		$285K Buy
16,707
+659
+4% +$11.1K 0.04% 309
2019
Q1 		$267K Buy
16,048
+950
+6% +$14.8K 0.03% 316
2018
Q4 		$207K Sell
15,098
-3,260
-18% -$48.7K 0.03% 335
2018
Q3 		$292K Sell
18,358
-378
-2% -$5.74K 0.03% 322
2018
Q2 		$271K Sell
18,736
-2,702
-13% -$38.6K 0.03% 321
2018
Q1 		$298K Buy
21,438
+1,749
+9% +$25.3K 0.04% 300
2017
Q4 		$306K Buy
19,689
+5,039
+34% +$76.1K 0.04% 297
2017
Q3 		$216K Sell
14,650
-207
-1% -$2.9K 0.02% 352
2017
Q2 		$208K Buy
+14,857
New +$200K 0.02% 348
2016
Q3 		– Sell
-10,317
Closed -$122K – 496
2016
Q2 		$122K Sell
10,317
-6,976
-40% -$83.4K 0.01% 503
2016
Q1 		$211K Sell
17,293
-1,117
-6% -$12K 0.05% 324
2015
Q4 		$204K Buy
+18,410
New +$216K 0.05% 322
2015
Q3 		– Sell
-16,636
Closed -$204K – 352
2015
Q2 		$204K Buy
16,636
+503
+3% +$6.4K 0.05% 335
2015
Q1 		$202K Buy
+16,133
New +$200K 0.06% 323

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Checchi Capital Advisers's BN Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Brookfield (BN) stake by 0.73% in Q2 2026, selling an estimated $3.08K and leaving 9,330 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #411.

Checchi Capital Advisers first reported a position in BN in Q1 2015 and has held it in 41 quarters since. The position peaked at $505K in Q3 2025. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Checchi Capital Advisers held 9,330 shares of Brookfield worth $397K as of Q2 2026.
  • Checchi Capital Advisers sold 69 Brookfield shares in Q2 2026, an estimated $3.08K.
  • Brookfield made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #411 holding.
  • Checchi Capital Advisers first reported a position in Brookfield in Q1 2015 and has held it in 41 quarters since.
  • Checchi Capital Advisers's Brookfield position peaked at $505K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.