Evoke Wealth’s Brookfield BN Stock Holding History

Evoke Wealth’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 Q1	$203K	Buy	5,012 +558	+13%	+$24.7K	﹤0.01%	668
2025 Q4	$204K	Sell	4,454 -1	-0%	-$46	﹤0.01%	635
2025 Q3	$204K	Buy	+4,455	New	+$197K	﹤0.01%	611
2025 Q2	–	Sell	-6,372	Closed	-$223K	–	602
2025 Q1	$223K	Buy	+6,372	New	+$241K	0.01%	403
2022 Q3	–	Sell	-59	Closed	-$1K	–	1179
2022 Q2	$1K	Sell	59 -2	-3%	-$53	﹤0.01%	1101
2022 Q1	$2K	Sell	61 -518	-89%	-$15.5K	﹤0.01%	1026
2021 Q4	$19K	Buy	579 +2	+0.3%	+$63	﹤0.01%	683
2021 Q3	$16K	Sell	577 -2	-0.3%	-$58	﹤0.01%	666
2021 Q2	$16K	Sell	579 -4	-0.7%	-$102	﹤0.01%	681
2021 Q1	$14K	Buy	583 +523	+872%	+$11.7K	﹤0.01%	638
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	940
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	908
2020 Q2	$1K	Sell	60 -11,459	-99%	-$201K	﹤0.01%	949
2020 Q1	$182K	Sell	11,519 -10,508	-48%	-$216K	0.03%	194
2019 Q4	$454K	Sell	22,027 -283	-1%	-$5.64K	0.06%	131
2019 Q3	$423K	Buy	+22,310	New	+$404K	0.05%	162

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Evoke Wealth's BN Position: Q1 2026 in Review

Evoke Wealth increased its Brookfield (BN) stake by 13% in Q1 2026, buying an estimated $24.7K and bringing the position to 5,012 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Evoke Wealth first reported a position in BN in Q3 2019 and has held it in 16 quarters since. The position peaked at $454K in Q4 2019. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Evoke Wealth held 5,012 shares of Brookfield worth $203K as of Q1 2026.
Evoke Wealth bought 558 Brookfield shares in Q1 2026, an estimated $24.7K.
Brookfield made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #668 holding.
Evoke Wealth first reported a position in Brookfield in Q3 2019 and has held it in 16 quarters since.
Evoke Wealth's Brookfield position peaked at $454K in Q4 2019.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.