EWP
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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
Q2 		$6.56K Buy
+154
New +$6.89K ﹤0.01% 946

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 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

Elevation Wealth Partners's BN Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Brookfield (BN) in Q2 2026: 154 shares worth $6.56K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

318 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Elevation Wealth Partners held 154 shares of Brookfield worth $6.56K as of Q2 2026.
  • Brookfield was a new Elevation Wealth Partners position in Q2 2026.
  • Brookfield made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #946 holding.
  • 318 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.