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 Q2	$1.36M	Sell	32,021 -430	-1%	-$19.2K	0.01%	503
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 $9.8B 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

Foundations Investment Advisors's BN Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Brookfield (BN) stake by 1.3% in Q2 2026, selling an estimated $19.2K and leaving 32,021 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #503.

Foundations Investment Advisors first reported a position in BN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Foundations Investment Advisors held 32,021 shares of Brookfield worth $1.36M as of Q2 2026.
Foundations Investment Advisors sold 430 Brookfield shares in Q2 2026, an estimated $19.2K.
Brookfield made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #503 holding.
Foundations Investment Advisors first reported a position in Brookfield in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's Brookfield position peaked at $1.66M in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.