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Five Oceans Advisors’s Brookfield BN Stock Holding History

Five Oceans 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 		$205K Buy
+4,822
New +$216K 0.07% 197
2026
Q1 		– Sell
-4,822
Closed -$221K – 196
2025
Q4 		$221K Sell
4,822
-1
-0% -$46 0.08% 168
2025
Q3 		$220K Buy
+4,823
New +$214K 0.08% 170

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Five Oceans Advisors's BN Position: Q2 2026 in Review

Five Oceans Advisors opened a new position in Brookfield (BN) in Q2 2026: 4,822 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #197 among its holdings. This is a return to the name: Five Oceans Advisors previously reported a position in BN as recently as Q4 2025.

Five Oceans Advisors first reported a position in BN in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 123 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Five Oceans Advisors held 4,822 shares of Brookfield worth $205K as of Q2 2026.
  • Brookfield was a new Five Oceans Advisors position in Q2 2026.
  • Brookfield made up 0.07% of Five Oceans Advisors's portfolio in Q2 2026, its #197 holding.
  • Five Oceans Advisors first reported a position in Brookfield in Q3 2025 and has held it in 3 quarters since.
  • Five Oceans Advisors's Brookfield position peaked at $221K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.