Financial Network Wealth Advisors’s Brookfield BN Stock Holding History

Financial Network Wealth 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 Q1	$16.4K	Buy	406 +27	+7%	+$1.2K	0.02%	412
2025 Q4	$17.4K	Sell	379 -40	-10%	-$1.82K	0.02%	403
2025 Q3	$19.1K	Hold	419	–	–	0.02%	379
2025 Q2	$17.3K	Hold	419	–	–	0.02%	370
2025 Q1	$14.6K	Buy	419 +246	+142%	+$9.3K	0.02%	369
2024 Q4	$6.61K	Buy	+173	New	+$6.52K	0.01%	338
2024 Q3	–	Sell	-1,361	Closed	-$37.8K	–	828
2024 Q2	$37.8K	Buy	+1,361	New	+$37.9K	0.03%	336

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Financial Network Wealth Advisors's BN Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Brookfield (BN) stake by 7.1% in Q1 2026, buying an estimated $1.2K and bringing the position to 406 shares worth $16.4K. The position accounts for 0.02% of the portfolio, ranked #412.

Financial Network Wealth Advisors first reported a position in BN in Q2 2024 and has held it in 7 quarters since. The position peaked at $37.8K in Q2 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Financial Network Wealth Advisors held 406 shares of Brookfield worth $16.4K as of Q1 2026.
Financial Network Wealth Advisors bought 27 Brookfield shares in Q1 2026, an estimated $1.2K.
Brookfield made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #412 holding.
Financial Network Wealth Advisors first reported a position in Brookfield in Q2 2024 and has held it in 7 quarters since.
Financial Network Wealth Advisors's Brookfield position peaked at $37.8K in Q2 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.