Foster Victor Wealth Advisors’s Brookfield BN Stock Holding History

Foster Victor 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	$534K	Buy	12,236 +2,601	+27%	+$116K	0.03%	175
2026 Q1	$439K	Buy	9,635 +1,056	+12%	+$46.8K	0.03%	176
2025 Q4	$406K	Buy	8,579 +1,583	+23%	+$72.2K	0.02%	172
2025 Q3	$320K	Buy	6,996 +207	+3%	+$9.17K	0.02%	174
2025 Q2	$283K	Buy	6,789 +1	+0%	+$37	0.02%	170
2025 Q1	$220K	Buy	+6,788	New	+$257K	0.02%	178

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

Foster Victor Wealth Advisors's BN Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Brookfield (BN) stake by 27% in Q2 2026, buying an estimated $116K and bringing the position to 12,236 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #175.

Foster Victor Wealth Advisors first reported a position in BN in Q1 2025 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Foster Victor Wealth Advisors held 12,236 shares of Brookfield worth $534K as of Q2 2026.
Foster Victor Wealth Advisors bought 2,601 Brookfield shares in Q2 2026, an estimated $116K.
Brookfield made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Foster Victor Wealth Advisors first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.