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Dynamic Advisor Solutions’s Brookfield BN Stock Holding History

Dynamic Advisor 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 		$204K Buy
+4,792
New +$214K 0.01% 1004
2020
Q3 		– Sell
-30,630
Closed -$539K – 622
2020
Q2 		$539K Sell
30,630
-1,859
-6% -$32.7K 0.07% 257
2020
Q1 		$513K Sell
32,489
-6,262
-16% -$129K 0.09% 241
2019
Q4 		$799K Sell
38,751
-2,247
-5% -$44.8K 0.11% 226
2019
Q3 		$780K Sell
40,998
-1,051
-2% -$19K 0.12% 199
2019
Q2 		$716K Buy
42,049
+4,711
+13% +$79.7K 0.12% 202
2019
Q1 		$621K Sell
37,338
-894
-2% -$13.9K 0.12% 192
2018
Q4 		$571K Sell
38,232
-6,018
-14% -$89.8K 0.12% 184
2018
Q3 		$703K Buy
44,250
+4,729
+12% +$71.9K 0.15% 175
2018
Q2 		$569K Buy
39,521
+21,774
+123% +$311K 0.13% 192
2018
Q1 		$246K Buy
+17,747
New +$257K 0.06% 293

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Dynamic Advisor Solutions's BN Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Brookfield (BN) in Q2 2026: 4,792 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in BN as recently as Q2 2020.

Dynamic Advisor Solutions first reported a position in BN in Q1 2018 and has held it in 11 quarters since. The position peaked at $799K in Q4 2019. 123 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Dynamic Advisor Solutions held 4,792 shares of Brookfield worth $204K as of Q2 2026.
  • Brookfield was a new Dynamic Advisor Solutions position in Q2 2026.
  • Brookfield made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1004 holding.
  • Dynamic Advisor Solutions first reported a position in Brookfield in Q1 2018 and has held it in 11 quarters since.
  • Dynamic Advisor Solutions's Brookfield position peaked at $799K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.