Halbert Hargrove Global Advisors
BN icon

Halbert Hargrove Global Advisors’s Brookfield BN Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-11
Closed -$459 – 396
2026
Q2 		$459 Buy
+11
New +$492 ﹤0.01% 545

Other funds holding BN

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Halbert Hargrove Global Advisors's BN Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Brookfield (BN) in Q3 2026, closing a stake of 11 shares — an estimated $459 sold.

Halbert Hargrove Global Advisors first reported a position in BN in Q2 2026 and held it in 1 quarter. The position peaked at $459 in Q2 2026. 296 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Brookfield position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 11 Brookfield shares in Q3 2026, an estimated $459.
  • Halbert Hargrove Global Advisors first reported a position in Brookfield in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Brookfield position peaked at $459 in Q2 2026.
  • 296 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.