Empower Advisory Group
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Empower Advisory Group’s Brookfield BN Stock Holding History

Empower Advisory Group’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 		$320K Sell
7,509
-1,476
-16% -$66K ﹤0.01% 422
2026
Q1 		$363K Buy
+8,985
New +$398K ﹤0.01% 378

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Empower Advisory Group's BN Position: Q2 2026 in Review

Empower Advisory Group reduced its Brookfield (BN) stake by 16% in Q2 2026, selling an estimated $66K and leaving 7,509 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Empower Advisory Group first reported a position in BN in Q1 2026 and has held it in 2 quarters since. The position peaked at $363K in Q1 2026. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Empower Advisory Group held 7,509 shares of Brookfield worth $320K as of Q2 2026.
  • Empower Advisory Group sold 1,476 Brookfield shares in Q2 2026, an estimated $66K.
  • Brookfield made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #422 holding.
  • Empower Advisory Group first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • Empower Advisory Group's Brookfield position peaked at $363K in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.