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Flagship Wealth Advisors’s Brookfield BN Stock Holding History

Flagship 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 		$19.8K Sell
321
-160
-33% -$7.09K 0.01% 255
2025
Q4 		$22.1K Sell
481
-1
-0.2% -$46 0.01% 279
2025
Q3 		$22K Hold
482
– – 0.01% 284
2025
Q2 		$19.8K Hold
482
– – 0.01% 271
2025
Q1 		$16.8K Hold
482
– – 0.01% 269
2024
Q4 		$18.4K Buy
+482
New +$18.2K 0.01% 254

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Flagship Wealth Advisors's BN Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Brookfield (BN) stake by 33% in Q1 2026, selling an estimated $7.09K and leaving 321 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #255.

Flagship Wealth Advisors first reported a position in BN in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.1K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Flagship Wealth Advisors held 321 shares of Brookfield worth $19.8K as of Q1 2026.
  • Flagship Wealth Advisors sold 160 Brookfield shares in Q1 2026, an estimated $7.09K.
  • Brookfield made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #255 holding.
  • Flagship Wealth Advisors first reported a position in Brookfield in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Brookfield position peaked at $22.1K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.