Foundations Investment Advisors’s Brookfield BN Stock Holding History

Foundations Investment 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	$1.31M	Sell	32,451 -3,829	-11%	-$170K	0.02%	454
2025 Q4	$1.66M	Buy	36,280 +4,118	+13%	+$188K	0.02%	389
2025 Q3	$1.47M	Sell	32,162 -31	-0.1%	-$1.37K	0.02%	377
2025 Q2	$1.33M	Sell	32,193 -1,551	-5%	-$57.5K	0.02%	372
2025 Q1	$1.18M	Sell	33,744 -2,568	-7%	-$97.1K	0.02%	372
2024 Q4	$1.39M	Buy	36,312 +1,372	+4%	+$51.7K	0.03%	347
2024 Q3	$1.24M	Sell	34,940 -661	-2%	-$20.9K	0.03%	330
2024 Q2	$986K	Buy	35,601 +124	+0.3%	+$3.45K	0.02%	337
2024 Q1	$990K	Sell	35,477 -967	-3%	-$26.1K	0.03%	323
2023 Q4	$953K	Sell	36,444 -974	-3%	-$22.1K	0.03%	317
2023 Q3	$780K	Buy	+37,418	New	+$843K	0.02%	312

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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

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

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Foundations Investment Advisors's BN Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Brookfield (BN) stake by 11% in Q1 2026, selling an estimated $170K and leaving 32,451 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #454.

Foundations Investment Advisors first reported a position in BN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Foundations Investment Advisors held 32,451 shares of Brookfield worth $1.31M as of Q1 2026.
Foundations Investment Advisors sold 3,829 Brookfield shares in Q1 2026, an estimated $170K.
Brookfield made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #454 holding.
Foundations Investment Advisors first reported a position in Brookfield in Q3 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Brookfield position peaked at $1.66M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.