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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
Q2 		– Sell
-5,012
Closed -$203K – 82
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 $9.8B 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

Evoke Wealth's BN Position: Q2 2026 in Review

Evoke Wealth sold out of Brookfield (BN) in Q2 2026, closing a stake of 5,012 shares — an estimated $203K sold.

Evoke Wealth first reported a position in BN in Q3 2019 and held it in 16 quarters. The position peaked at $454K in Q4 2019. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Evoke Wealth reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,012 Brookfield shares in Q2 2026, an estimated $203K.
  • Evoke Wealth first reported a position in Brookfield in Q3 2019 and held it in 16 quarters.
  • Evoke Wealth's Brookfield position peaked at $454K in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.