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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
Q3 		$600K Buy
16,466
+3,139
+24% +$130K ﹤0.01% 1453
2026
Q2 		$567K Sell
13,327
-5,479
-29% -$245K ﹤0.01% 1472
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Farther Finance Advisors's BN Position: Q3 2026 in Review

Farther Finance Advisors increased its Brookfield (BN) stake by 24% in Q3 2026, buying an estimated $130K and bringing the position to 16,466 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Farther Finance Advisors first reported a position in BN in Q4 2022 and has held it in 16 quarters since. The position peaked at $766K in Q1 2026. 22 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Farther Finance Advisors held 16,466 shares of Brookfield worth $600K as of Q3 2026.
  • Farther Finance Advisors bought 3,139 Brookfield shares in Q3 2026, an estimated $130K.
  • Brookfield made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1453 holding.
  • Farther Finance Advisors first reported a position in Brookfield in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Brookfield position peaked at $766K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.