Daymark Wealth Partners’s Brookfield BN Stock Holding History

Daymark Wealth Partners’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	$414K	Sell	9,731 -153	-2%	-$6.84K	0.01%	531
2026 Q1	$400K	Buy	9,884 +1,608	+19%	+$71.3K	0.01%	491
2025 Q4	$380K	Sell	8,276 -274	-3%	-$12.5K	0.01%	448
2025 Q3	$391K	Buy	+8,550	New	+$379K	0.01%	430

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

Daymark Wealth Partners's BN Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Brookfield (BN) stake by 1.5% in Q2 2026, selling an estimated $6.84K and leaving 9,731 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #531.

Daymark Wealth Partners first reported a position in BN in Q3 2025 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Daymark Wealth Partners held 9,731 shares of Brookfield worth $414K as of Q2 2026.
Daymark Wealth Partners sold 153 Brookfield shares in Q2 2026, an estimated $6.84K.
Brookfield made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #531 holding.
Daymark Wealth Partners first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.