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Financial Management Professionals’s Brookfield BN Stock Holding History

Financial Management Professionals’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 Hold
390
– – ﹤0.01% 490
2026
Q1 		$15.8K Hold
390
– – ﹤0.01% 452
2025
Q4 		$17.9K Hold
390
– – ﹤0.01% 429
2025
Q3 		$17.8K Hold
390
– – ﹤0.01% 427
2025
Q2 		$16.1K Hold
390
– – ﹤0.01% 454
2025
Q1 		$13.6K Sell
390
-57
-13% -$2.15K ﹤0.01% 483
2024
Q4 		$17.1K Buy
447
+57
+15% +$2.15K ﹤0.01% 433
2024
Q3 		$14K Hold
390
– – ﹤0.01% 471
2024
Q2 		$11K Hold
390
– – ﹤0.01% 467
2024
Q1 		$11K Buy
390
+19
+5% +$512 ﹤0.01% 514
2023
Q4 		$10K Hold
371
– – ﹤0.01% 525
2023
Q3 		$8K Buy
371
+80
+27% +$1.8K ﹤0.01% 520
2023
Q2 		$7K Buy
291
+10
+4% +$212 ﹤0.01% 595
2023
Q1 		$6K Sell
281
-9
-3% -$203 ﹤0.01% 641
2022
Q4 		$6K Sell
290
-68
-19% -$1.52K ﹤0.01% 580
2022
Q3 		$8K Sell
358
-904
-72% -$23.4K ﹤0.01% 522
2022
Q2 		$30K Sell
1,262
-83
-6% -$2.22K 0.01% 297
2022
Q1 		$41K Buy
1,345
+1,141
+559% +$34.1K 0.01% 253
2021
Q4 		$7K Buy
204
+74
+57% +$2.34K ﹤0.01% 534
2021
Q3 		$4K Hold
130
– – ﹤0.01% 608
2021
Q2 		$4K Sell
130
-178
-58% -$4.56K ﹤0.01% 543
2021
Q1 		$7K Hold
308
– – ﹤0.01% 421
2020
Q4 		$7K Hold
308
– – ﹤0.01% 403
2020
Q3 		$5K Hold
308
– – ﹤0.01% 395
2020
Q2 		$5K Buy
+308
New +$5.41K ﹤0.01% 379
2019
Q3 		– Sell
-589
Closed -$10K – 305
2019
Q2 		$10K Buy
+589
New +$9.96K ﹤0.01% 192

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 Management Professionals's BN Position: Q2 2026 in Review

Financial Management Professionals held its Brookfield (BN) position steady in Q2 2026 at 390 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Financial Management Professionals first reported a position in BN in Q2 2019 and has held it in 26 quarters since. The position peaked at $41K in Q1 2022. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Financial Management Professionals held 390 shares of Brookfield worth $16.6K as of Q2 2026.
  • Financial Management Professionals left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #490 holding.
  • Financial Management Professionals first reported a position in Brookfield in Q2 2019 and has held it in 26 quarters since.
  • Financial Management Professionals's Brookfield position peaked at $41K in Q1 2022.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.