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Fedenia Advisers’s Brookfield BN Stock Holding History

Fedenia Advisers’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 		$16.6K Buy
+389
New +$17.4K ﹤0.01% 325
2025
Q1 		– Sell
-3,839
Closed -$147K – 149
2024
Q4 		$147K Buy
+3,839
New +$145K 0.09% 181

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Fedenia Advisers's BN Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Brookfield (BN) in Q2 2026: 389 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in BN as recently as Q4 2024.

Fedenia Advisers first reported a position in BN in Q4 2024 and has held it in 2 quarters since. The position peaked at $147K in Q4 2024. 206 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Fedenia Advisers held 389 shares of Brookfield worth $16.6K as of Q2 2026.
  • Brookfield was a new Fedenia Advisers position in Q2 2026.
  • Brookfield made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #325 holding.
  • Fedenia Advisers first reported a position in Brookfield in Q4 2024 and has held it in 2 quarters since.
  • Fedenia Advisers's Brookfield position peaked at $147K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.