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 Q3	$281K	Buy	7,717 +2,925	+61%	+$121K	0.01%	850
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Dynamic Advisor Solutions's BN Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Brookfield (BN) stake by 61% in Q3 2026, buying an estimated $121K and bringing the position to 7,717 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #850.

Dynamic Advisor Solutions first reported a position in BN in Q1 2018 and has held it in 12 quarters since. The position peaked at $799K in Q4 2019. 133 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Dynamic Advisor Solutions held 7,717 shares of Brookfield worth $281K as of Q3 2026.
Dynamic Advisor Solutions bought 2,925 Brookfield shares in Q3 2026, an estimated $121K.
Brookfield made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #850 holding.
Dynamic Advisor Solutions first reported a position in Brookfield in Q1 2018 and has held it in 12 quarters since.
Dynamic Advisor Solutions's Brookfield position peaked at $799K in Q4 2019.
133 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.