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Fulcrum Equity Management’s Brookfield BN Stock Holding History

Fulcrum Equity Management’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 		$206K Buy
+4,848
New +$217K 0.15% 138
2026
Q1 		– Sell
-4,797
Closed -$220K – 129
2025
Q4 		$220K Hold
4,797
– – 0.21% 110
2025
Q3 		$219K Buy
+4,797
New +$213K 0.22% 87

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

Fulcrum Equity Management's BN Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in Brookfield (BN) in Q2 2026: 4,848 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #138 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in BN as recently as Q4 2025.

Fulcrum Equity Management first reported a position in BN in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 123 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Fulcrum Equity Management held 4,848 shares of Brookfield worth $206K as of Q2 2026.
  • Brookfield was a new Fulcrum Equity Management position in Q2 2026.
  • Brookfield made up 0.15% of Fulcrum Equity Management's portfolio in Q2 2026, its #138 holding.
  • Fulcrum Equity Management first reported a position in Brookfield in Q3 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's Brookfield position peaked at $220K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.