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Ferguson Wellman Capital Management’s Brookfield BN Stock Holding History

Ferguson Wellman Capital Management’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 		$233K Buy
+5,481
New +$245K ﹤0.01% 408

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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

Ferguson Wellman Capital Management's BN Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in Brookfield (BN) in Q2 2026: 5,481 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings.

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

  • Ferguson Wellman Capital Management held 5,481 shares of Brookfield worth $233K as of Q2 2026.
  • Brookfield was a new Ferguson Wellman Capital Management position in Q2 2026.
  • Brookfield made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #408 holding.
  • 252 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.