Coppell Advisory Solutions’s Brookfield BN Stock Holding History

Coppell Advisory Solutions’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	$502K	Buy	+4	New	+$179	0.04%	288
2025 Q1	–	Sell	-119	Closed	-$4.53K	–	510
2024 Q4	$4.53K	Hold	119	–	–	﹤0.01%	1349
2024 Q3	$4.22K	Hold	119	–	–	﹤0.01%	1293
2024 Q2	$3.28K	Buy	+119	New	+$3.31K	﹤0.01%	1287
2023 Q4	$321	Hold	12	–	–	﹤0.01%	1561
2023 Q3	$252	Buy	12 +7	+140%	+$158	﹤0.01%	1094
2023 Q2	$98	Buy	+5	New	+$106	﹤0.01%	1375
2023 Q1	–	Sell	-12	Closed	-$252	–	297
2022 Q4	$252	Buy	+12	New	+$269	﹤0.01%	1095

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

Coppell Advisory Solutions's BN Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Brookfield (BN) in Q2 2026: 4 shares worth $502K. The stake represents 0.04% of the portfolio and ranks #288 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in BN as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in BN in Q4 2022 and has held it in 8 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Coppell Advisory Solutions held 4 shares of Brookfield worth $502K as of Q2 2026.
Brookfield was a new Coppell Advisory Solutions position in Q2 2026.
Brookfield made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #288 holding.
Coppell Advisory Solutions first reported a position in Brookfield in Q4 2022 and has held it in 8 quarters since.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.