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Elevation Wealth Partners’s Brookfield BN Stock Holding History

Elevation Wealth Partners’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 		– Sell
-154
Closed -$6.56K – 1353
2026
Q2 		$6.56K Buy
+154
New +$6.89K ﹤0.01% 946

Other funds holding BN

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's BN Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Brookfield (BN) in Q3 2026, closing a stake of 154 shares — an estimated $6.56K sold.

Elevation Wealth Partners first reported a position in BN in Q2 2026 and held it in 1 quarter. The position peaked at $6.56K in Q2 2026. 29 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Brookfield position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 154 Brookfield shares in Q3 2026, an estimated $6.56K.
  • Elevation Wealth Partners first reported a position in Brookfield in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Brookfield position peaked at $6.56K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.