CV Advisors’s Brookfield BN Stock Holding History

CV 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	$345K	Buy	+8,100	New	+$362K	0.06%	101

Other funds holding BN

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

CV Advisors's BN Position: Q2 2026 in Review

CV Advisors opened a new position in Brookfield (BN) in Q2 2026: 8,100 shares worth $345K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

172 funds tracked by Wall St. Rank hold BN as of Q2 2026.

CV Advisors held 8,100 shares of Brookfield worth $345K as of Q2 2026.
Brookfield was a new CV Advisors position in Q2 2026.
Brookfield made up 0.06% of CV Advisors's portfolio in Q2 2026, its #101 holding.
172 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.