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GAMMA Investing’s Brookfield BN Stock Holding History

GAMMA Investing’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
Q3 		$676K Buy
18,546
+8,045
+77% +$332K 0.02% 564
2026
Q2 		$447K Buy
10,501
+2,298
+28% +$103K 0.02% 707
2026
Q1 		$332K Buy
8,203
+400
+5% +$17.7K 0.02% 790
2025
Q4 		$358K Buy
7,803
+1,854
+31% +$84.5K 0.02% 674
2025
Q3 		$272K Buy
5,949
+2,272
+62% +$101K 0.02% 787
2025
Q2 		$152K Buy
3,677
+254
+7% +$9.41K 0.01% 1105
2025
Q1 		$120K Buy
3,423
+487
+17% +$18.4K 0.01% 1113
2024
Q4 		$112K Buy
2,936
+1,353
+85% +$51K 0.01% 1024
2024
Q3 		$56.1K Hold
1,583
– – 0.01% 1403
2024
Q2 		$43.8K Buy
1,583
+12
+0.8% +$334 0.01% 1295
2024
Q1 		$43.8K Buy
1,571
+971
+162% +$26.2K 0.01% 1127
2023
Q4 		$15.9K Buy
+600
New +$13.6K ﹤0.01% 1647

Other funds holding BN

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing's BN Position: Q3 2026 in Review

GAMMA Investing increased its Brookfield (BN) stake by 77% in Q3 2026, buying an estimated $332K and bringing the position to 18,546 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #564.

GAMMA Investing first reported a position in BN in Q4 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • GAMMA Investing held 18,546 shares of Brookfield worth $676K as of Q3 2026.
  • GAMMA Investing bought 8,045 Brookfield shares in Q3 2026, an estimated $332K.
  • Brookfield made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #564 holding.
  • GAMMA Investing first reported a position in Brookfield in Q4 2023 and has held it in 12 quarters since.
  • 23 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.