COMPASS FINANCIAL MANAGEMENT LLC’s Brookfield Renewable BEP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9K	Buy	+450	New	+$15.6K	﹤0.01%	965

Other funds holding BEP

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BEP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Brookfield Renewable (BEP) in Q2 2026: 450 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

188 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 450 shares of Brookfield Renewable worth $14.9K as of Q2 2026.
Brookfield Renewable was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Brookfield Renewable made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #965 holding.
188 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.