EWM
BN icon

Empirical Wealth Management’s Brookfield BN Stock Holding History

Empirical Wealth Management’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 		$615K Sell
14,448
-1,241
-8% -$55.5K 0.01% 595
2026
Q1 		$635K Buy
15,689
+3,243
+26% +$144K 0.01% 493
2025
Q4 		$571K Sell
12,446
-1,975
-14% -$90.1K 0.01% 466
2025
Q3 		$659K Buy
14,421
+8,893
+161% +$394K 0.01% 400
2025
Q2 		$228K Sell
5,528
-1,335
-19% -$49.5K 0.01% 602
2025
Q1 		$240K Hold
6,863
– – 0.01% 565
2024
Q4 		$263K Hold
6,863
– – 0.01% 530
2024
Q3 		$243K Sell
6,863
-750
-10% -$23.7K 0.01% 504
2024
Q2 		$211K Hold
7,613
– – 0.01% 526
2024
Q1 		$212K Buy
+7,613
New +$205K 0.01% 501
2022
Q3 		– Sell
-21,607
Closed -$518K – 470
2022
Q2 		$518K Sell
21,607
-2,320
-10% -$62K 0.03% 288
2022
Q1 		$729K Hold
23,927
– – 0.04% 262
2021
Q4 		$779K Hold
23,927
– – 0.04% 260
2021
Q3 		$690K Sell
23,927
-185
-0.8% -$5.4K 0.04% 243
2021
Q2 		$662K Sell
24,112
-169
-0.7% -$4.33K 0.04% 242
2021
Q1 		$578K Hold
24,281
– – 0.05% 230
2020
Q4 		$536K Buy
24,281
+187
+0.8% +$3.74K 0.04% 240
2020
Q3 		$426K Hold
24,094
– – 0.04% 238
2020
Q2 		$424K Sell
24,094
-2,765
-10% -$48.6K 0.04% 234
2020
Q1 		$424K Buy
+26,859
New +$553K 0.05% 203

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Empirical Wealth Management's BN Position: Q2 2026 in Review

Empirical Wealth Management reduced its Brookfield (BN) stake by 7.9% in Q2 2026, selling an estimated $55.5K and leaving 14,448 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #595.

Empirical Wealth Management first reported a position in BN in Q1 2020 and has held it in 20 quarters since. The position peaked at $779K in Q4 2021. 330 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Empirical Wealth Management held 14,448 shares of Brookfield worth $615K as of Q2 2026.
  • Empirical Wealth Management sold 1,241 Brookfield shares in Q2 2026, an estimated $55.5K.
  • Brookfield made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Empirical Wealth Management first reported a position in Brookfield in Q1 2020 and has held it in 20 quarters since.
  • Empirical Wealth Management's Brookfield position peaked at $779K in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.