Diversify Wealth Management’s Brookfield BN Stock Holding History

Diversify Wealth Management’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	$472K	Buy	11,225 +304	+3%	+$13.6K	0.01%	882
2026 Q1	$471K	Buy	10,921 +5,071	+87%	+$225K	0.01%	830
2025 Q4	$277K	Sell	5,850 -3,728	-39%	-$170K	0.01%	538
2025 Q3	$294K	Buy	9,578 +2,561	+36%	+$113K	0.02%	459
2025 Q2	$307K	Sell	7,017 -983	-12%	-$36.4K	0.02%	454
2025 Q1	$286K	Sell	8,000 -1,323	-14%	-$50K	0.02%	443
2024 Q4	$341K	Sell	9,323 -1,249	-12%	-$47.1K	0.03%	416
2024 Q3	$381K	Sell	10,572 -1,004	-9%	-$31.7K	0.04%	357
2024 Q2	$338K	Buy	+11,576	New	+$322K	0.04%	340

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

Diversify Wealth Management's BN Position: Q2 2026 in Review

Diversify Wealth Management increased its Brookfield (BN) stake by 2.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 11,225 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #882.

Diversify Wealth Management first reported a position in BN in Q2 2024 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Diversify Wealth Management held 11,225 shares of Brookfield worth $472K as of Q2 2026.
Diversify Wealth Management bought 304 Brookfield shares in Q2 2026, an estimated $13.6K.
Brookfield made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #882 holding.
Diversify Wealth Management first reported a position in Brookfield in Q2 2024 and has held it in 9 quarters since.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.