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 Q2	$17K	Sell	399 -7	-2%	-$313	0.02%	426
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 $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Financial Network Wealth Advisors's BN Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Brookfield (BN) stake by 1.7% in Q2 2026, selling an estimated $313 and leaving 399 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #426.

Financial Network Wealth Advisors first reported a position in BN in Q2 2024 and has held it in 8 quarters since. The position peaked at $37.8K in Q2 2024. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Financial Network Wealth Advisors held 399 shares of Brookfield worth $17K as of Q2 2026.
Financial Network Wealth Advisors sold 7 Brookfield shares in Q2 2026, an estimated $313.
Brookfield made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #426 holding.
Financial Network Wealth Advisors first reported a position in Brookfield in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Brookfield position peaked at $37.8K in Q2 2024.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.