GHP Investment Advisors’s Brookfield BN Stock Holding History

GHP 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	$155K	Sell	3,633 -1,729	-32%	-$77.3K	0.01%	425
2026 Q1	$217K	Buy	+5,362	New	+$238K	0.01%	383
2025 Q3	–	Sell	-389	Closed	-$16K	–	950
2025 Q2	$16K	Hold	389	–	–	﹤0.01%	663
2025 Q1	$13.6K	Hold	389	–	–	﹤0.01%	653
2024 Q4	$14.9K	Sell	389 -61	-14%	-$2.3K	﹤0.01%	641
2024 Q3	$15.9K	Hold	450	–	–	﹤0.01%	658
2024 Q2	$12.5K	Hold	450	–	–	﹤0.01%	662
2024 Q1	$12.6K	Sell	450 -53	-11%	-$1.43K	﹤0.01%	638
2023 Q4	$13.4K	Hold	503	–	–	﹤0.01%	619
2023 Q3	$10.8K	Hold	503	–	–	﹤0.01%	686
2023 Q2	$11.5K	Hold	503	–	–	﹤0.01%	666
2023 Q1	$10.9K	Hold	503	–	–	﹤0.01%	674
2022 Q4	$10.5K	Sell	503 -119	-19%	-$2.67K	﹤0.01%	683
2022 Q3	$14K	Hold	622	–	–	﹤0.01%	619
2022 Q2	$15K	Sell	622 -760	-55%	-$20.3K	﹤0.01%	617
2022 Q1	$42K	Buy	+1,382	New	+$41.3K	﹤0.01%	521

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

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

GHP Investment Advisors reduced its Brookfield (BN) stake by 32% in Q2 2026, selling an estimated $77.3K and leaving 3,633 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #425.

GHP Investment Advisors first reported a position in BN in Q1 2022 and has held it in 16 quarters since. The position peaked at $217K in Q1 2026. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

GHP Investment Advisors held 3,633 shares of Brookfield worth $155K as of Q2 2026.
GHP Investment Advisors sold 1,729 Brookfield shares in Q2 2026, an estimated $77.3K.
Brookfield made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #425 holding.
GHP Investment Advisors first reported a position in Brookfield in Q1 2022 and has held it in 16 quarters since.
GHP Investment Advisors's Brookfield position peaked at $217K in Q1 2026.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.