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Evermay Wealth Management’s Brookfield BN Stock Holding History

Evermay 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 		$13.3K Hold
312
– – ﹤0.01% 479
2026
Q1 		$12.6K Hold
312
– – ﹤0.01% 440
2025
Q4 		$14.3K Buy
+312
New +$14.2K ﹤0.01% 415
2024
Q4 		– Sell
-2,549
Closed -$90.3K – 579
2024
Q3 		$90.3K Hold
2,549
– – 0.01% 277
2024
Q2 		$70.6K Hold
2,549
– – 0.01% 311
2024
Q1 		$71.1K Buy
+2,549
New +$68.7K 0.01% 318
2021
Q3 		– Sell
-37
Closed -$1K – 463
2021
Q2 		$1K Buy
+37
New +$948 ﹤0.01% 489

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

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

Evermay Wealth Management held its Brookfield (BN) position steady in Q2 2026 at 312 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Evermay Wealth Management first reported a position in BN in Q2 2021 and has held it in 7 quarters since. The position peaked at $90.3K in Q3 2024. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Evermay Wealth Management held 312 shares of Brookfield worth $13.3K as of Q2 2026.
  • Evermay Wealth Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Evermay Wealth Management first reported a position in Brookfield in Q2 2021 and has held it in 7 quarters since.
  • Evermay Wealth Management's Brookfield position peaked at $90.3K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.