DHJJ Financial Advisors’s Brookfield BN Stock Holding History

DHJJ Financial 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 Q1	$151K	Hold	3,719	–	–	0.05%	235
2025 Q4	$171K	Sell	3,719 -2,289	-38%	-$104K	0.06%	206
2025 Q3	$275K	Hold	6,008	–	–	0.09%	148
2025 Q2	$248K	Buy	6,008 +6,000	+75,000%	+$222K	0.09%	153
2025 Q1	$263	Hold	8	–	–	﹤0.01%	820
2024 Q4	$288	Hold	8	–	–	﹤0.01%	780
2024 Q3	$266	Hold	8	–	–	﹤0.01%	770
2024 Q2	$208	Hold	8	–	–	﹤0.01%	745
2024 Q1	$210	Hold	8	–	–	﹤0.01%	733
2023 Q4	$201	Hold	8	–	–	﹤0.01%	723
2023 Q3	$157	Buy	+8	New	+$180	﹤0.01%	736

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

DHJJ Financial Advisors's BN Position: Q1 2026 in Review

DHJJ Financial Advisors held its Brookfield (BN) position steady in Q1 2026 at 3,719 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #235.

DHJJ Financial Advisors first reported a position in BN in Q3 2023 and has held it in 11 quarters since. The position peaked at $275K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

DHJJ Financial Advisors held 3,719 shares of Brookfield worth $151K as of Q1 2026.
DHJJ Financial Advisors left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #235 holding.
DHJJ Financial Advisors first reported a position in Brookfield in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Brookfield position peaked at $275K in Q3 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.