Falcon Wealth Planning’s Brookfield BN Stock Holding History

Falcon Wealth Planning’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	$261K	Buy	+6,124	New	+$274K	0.02%	205

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Falcon Wealth Planning's BN Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Brookfield (BN) in Q2 2026: 6,124 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Falcon Wealth Planning held 6,124 shares of Brookfield worth $261K as of Q2 2026.
Brookfield was a new Falcon Wealth Planning position in Q2 2026.
Brookfield made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #205 holding.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.