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Farther Finance Advisors’s Brookfield BN Stock Holding History

Farther Finance 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
Q1 		$766K Buy
18,806
+2,505
+15% +$111K 0.01% 1141
2025
Q4 		$748K Buy
16,301
+7,737
+90% +$353K 0.01% 1064
2025
Q3 		$392K Buy
8,564
+89
+1% +$3.94K 0.01% 1214
2025
Q2 		$349K Buy
8,475
+772
+10% +$28.6K 0.01% 1104
2025
Q1 		$276K Buy
7,703
+2,667
+53% +$101K 0.01% 1086
2024
Q4 		$193K Sell
5,036
-666
-12% -$25.1K 0.01% 999
2024
Q3 		$202K Sell
5,702
-5,011
-47% -$158K 0.01% 992
2024
Q2 		$292K Buy
10,713
+3,522
+49% +$98.1K 0.01% 682
2024
Q1 		$197K Sell
7,191
-479
-6% -$12.9K 0.01% 688
2023
Q4 		$205K Sell
7,670
-256
-3% -$5.81K 0.01% 547
2023
Q3 		$165K Sell
7,926
-308
-4% -$6.94K 0.03% 424
2023
Q2 		$185K Sell
8,234
-12,489
-60% -$265K 0.04% 324
2023
Q1 		$450K Sell
20,723
-2,313
-10% -$52.1K 0.13% 146
2022
Q4 		$483K Buy
+23,036
New +$516K 0.19% 109

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Farther Finance Advisors's BN Position: Q1 2026 in Review

Farther Finance Advisors increased its Brookfield (BN) stake by 15% in Q1 2026, buying an estimated $111K and bringing the position to 18,806 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1141.

Farther Finance Advisors first reported a position in BN in Q4 2022 and has held it in 14 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Farther Finance Advisors held 18,806 shares of Brookfield worth $766K as of Q1 2026.
  • Farther Finance Advisors bought 2,505 Brookfield shares in Q1 2026, an estimated $111K.
  • Brookfield made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1141 holding.
  • Farther Finance Advisors first reported a position in Brookfield in Q4 2022 and has held it in 14 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.