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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
Q2 		$459 Buy
+11
New +$492 ﹤0.01% 545

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Halbert Hargrove Global Advisors's BN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Brookfield (BN) in Q2 2026: 11 shares worth $459. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

355 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Halbert Hargrove Global Advisors held 11 shares of Brookfield worth $459 as of Q2 2026.
  • Brookfield was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Brookfield made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #545 holding.
  • 355 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.