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Fulton Bank’s Brookfield BN Stock Holding History

Fulton Bank’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 		$210K Sell
4,936
-720
-13% -$32.2K 0.01% 674
2026
Q1 		$229K Buy
5,656
+515
+10% +$22.8K 0.01% 615
2025
Q4 		$236K Sell
5,141
-705
-12% -$32.1K 0.01% 618
2025
Q3 		$267K Sell
5,846
-337
-5% -$14.9K 0.01% 571
2025
Q2 		$255K Buy
6,183
+390
+7% +$14.5K 0.01% 589
2025
Q1 		$202K Buy
+5,793
New +$219K 0.01% 615

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

Fulton Bank's BN Position: Q2 2026 in Review

Fulton Bank reduced its Brookfield (BN) stake by 13% in Q2 2026, selling an estimated $32.2K and leaving 4,936 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #674.

Fulton Bank first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 152 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Fulton Bank held 4,936 shares of Brookfield worth $210K as of Q2 2026.
  • Fulton Bank sold 720 Brookfield shares in Q2 2026, an estimated $32.2K.
  • Brookfield made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #674 holding.
  • Fulton Bank first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
  • Fulton Bank's Brookfield position peaked at $267K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.