First Command Advisory Services’s Brookfield BN Stock Holding History

First Command Advisory Services’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	$52.8K	Buy	1,239 +558	+82%	+$25K	﹤0.01%	430
2026 Q1	$27.5K	Buy	+681	New	+$30.2K	﹤0.01%	448
2024 Q2	–	Sell	-8	Closed	-$209	–	504
2024 Q1	$209	Sell	8 -1,770	-100%	-$47.7K	﹤0.01%	546
2023 Q4	$47.5K	Hold	1,778	–	–	﹤0.01%	246
2023 Q3	$37.1K	Buy	+1,778	New	+$40K	﹤0.01%	260
2023 Q2	–	Sell	-39	Closed	–	–	77
2023 Q1	$0	Buy	+39	New	+$878	﹤0.01%	107

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

First Command Advisory Services's BN Position: Q2 2026 in Review

First Command Advisory Services increased its Brookfield (BN) stake by 82% in Q2 2026, buying an estimated $25K and bringing the position to 1,239 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

First Command Advisory Services first reported a position in BN in Q1 2023 and has held it in 6 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

First Command Advisory Services held 1,239 shares of Brookfield worth $52.8K as of Q2 2026.
First Command Advisory Services bought 558 Brookfield shares in Q2 2026, an estimated $25K.
Brookfield made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #430 holding.
First Command Advisory Services first reported a position in Brookfield in Q1 2023 and has held it in 6 quarters since.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.