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Financial Gravity Companies’s Brookfield BN Stock Holding History

Financial Gravity Companies’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 		$53K Buy
+1,245
New +$55.7K 0.01% 300
2025
Q2 		$51.3K Buy
+1,245
New +$46.1K 0.01% 294

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Financial Gravity Companies's BN Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Brookfield (BN) in Q2 2026: 1,245 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BN as recently as Q2 2025.

Financial Gravity Companies first reported a position in BN in Q2 2025 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Financial Gravity Companies held 1,245 shares of Brookfield worth $53K as of Q2 2026.
  • Brookfield was a new Financial Gravity Companies position in Q2 2026.
  • Brookfield made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #300 holding.
  • Financial Gravity Companies first reported a position in Brookfield in Q2 2025 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.