Eleva Capital’s Brookfield BN Stock Holding History

Eleva Capital’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	$1.89M	Buy	+51,719	New	+$2.14M	1.67%	12

Other funds holding BN

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Eleva Capital's BN Position: Q3 2026 in Review

Eleva Capital opened a new position in Brookfield (BN) in Q3 2026: 51,719 shares worth $1.89M. The stake represents 1.67% of the portfolio and ranks #12 among its holdings.

12 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Eleva Capital held 51,719 shares of Brookfield worth $1.89M as of Q3 2026.
Brookfield was a new Eleva Capital position in Q3 2026.
Brookfield made up 1.67% of Eleva Capital's portfolio in Q3 2026, its #12 holding.
12 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Eleva Capital's 13F filing for Q3 2026, filed 6 Oct 2026.