First Command Financial Services’s Brookfield BN Stock Holding History

First Command Financial 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
2023 Q2	$39.9K	Hold	1,778	–	–	﹤0.01%	250
2023 Q1	$38.6K	Hold	1,778	–	–	﹤0.01%	252
2022 Q4	$37K	Sell	1,778 -421	-19%	-$9.44K	﹤0.01%	250
2022 Q3	$48K	Hold	2,199	–	–	0.01%	223
2022 Q2	$53K	Hold	2,199	–	–	0.01%	225
2022 Q1	$67K	Hold	2,199	–	–	0.01%	216
2021 Q4	$72K	Hold	2,199	–	–	0.01%	214
2021 Q3	$63K	Hold	2,199	–	–	0.01%	230
2021 Q2	$60K	Sell	2,199 -15	-0.7%	-$384	0.01%	240
2021 Q1	$53K	Hold	2,214	–	–	0.01%	235
2020 Q4	$49K	Buy	+2,214	New	+$44.3K	0.01%	222

Other funds holding BN

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

First Command Financial Services's BN Position: Q2 2023 in Review

First Command Financial Services held its Brookfield (BN) position steady in Q2 2023 at 1,778 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

First Command Financial Services first reported a position in BN in Q4 2020 and has held it in 11 quarters since. The position peaked at $72K in Q4 2021. 605 funds tracked by Wall St. Rank hold BN as of Q2 2023.

First Command Financial Services held 1,778 shares of Brookfield worth $39.9K as of Q2 2023.
First Command Financial Services left its Brookfield share count unchanged in Q2 2023.
Brookfield made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #250 holding.
First Command Financial Services first reported a position in Brookfield in Q4 2020 and has held it in 11 quarters since.
First Command Financial Services's Brookfield position peaked at $72K in Q4 2021.
605 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.