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EverSource Wealth Advisors’s Brookfield BN Stock Holding History

EverSource Wealth Advisors’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 		$165K Sell
3,882
-1,079
-22% -$48.2K 0.01% 1107
2026
Q1 		$201K Sell
4,961
-18
-0.4% -$798 0.01% 1055
2025
Q4 		$229K Buy
4,979
+656
+15% +$29.9K 0.01% 884
2025
Q3 		$198K Buy
4,323
+888
+26% +$39.3K 0.01% 913
2025
Q2 		$142K Sell
3,435
-116
-3% -$4.3K 0.01% 1025
2025
Q1 		$124K Buy
3,551
+744
+27% +$28.1K 0.01% 835
2024
Q4 		$107K Sell
2,807
-2,155
-43% -$81.2K 0.01% 879
2024
Q3 		$176K Buy
4,962
+217
+5% +$6.85K 0.01% 602
2024
Q2 		$154K Buy
4,745
+3,086
+186% +$86K 0.01% 649
2024
Q1 		$44.4K Sell
1,659
-267
-14% -$7.2K ﹤0.01% 1028
2023
Q4 		$51.5K Sell
1,926
-396
-17% -$8.99K ﹤0.01% 889
2023
Q3 		$48.4K Buy
2,322
+751
+48% +$16.9K 0.01% 822
2023
Q2 		$35.2K Sell
1,571
-1,345
-46% -$28.5K ﹤0.01% 966
2023
Q1 		$63.4K Buy
2,916
+201
+7% +$4.53K 0.01% 697
2022
Q4 		$56.9K Sell
2,715
-313
-10% -$7.02K 0.01% 716
2022
Q3 		$66K Buy
3,028
+2,635
+670% +$68.2K 0.02% 557
2022
Q2 		$9K Sell
393
-28
-7% -$748 ﹤0.01% 1059
2022
Q1 		$13K Hold
421
– – ﹤0.01% 869
2021
Q4 		$13K Buy
+421
New +$13.3K ﹤0.01% 840

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

EverSource Wealth Advisors's BN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brookfield (BN) stake by 22% in Q2 2026, selling an estimated $48.2K and leaving 3,882 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #1107.

EverSource Wealth Advisors first reported a position in BN in Q4 2021 and has held it in 19 quarters since. The position peaked at $229K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • EverSource Wealth Advisors held 3,882 shares of Brookfield worth $165K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,079 Brookfield shares in Q2 2026, an estimated $48.2K.
  • Brookfield made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1107 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Brookfield position peaked at $229K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.