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Hantz Financial Services’s Brookfield BN Stock Holding History

Hantz Financial Services’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 		$3.09M Sell
72,566
-7,488
-9% -$335K 0.04% 272
2026
Q1 		$3.24M Buy
80,054
+37,948
+90% +$1.68M 0.05% 250
2025
Q4 		$1.93M Sell
42,106
-1,238
-3% -$56.5K 0.03% 347
2025
Q3 		$1.98M Sell
43,344
-2,478
-5% -$110K 0.03% 345
2025
Q2 		$1.89M Sell
45,822
-4,857
-10% -$180K 0.03% 347
2025
Q1 		$1.77M Sell
50,679
-1,877
-4% -$70.9K 0.03% 346
2024
Q4 		$2.01M Sell
52,556
-1,365
-3% -$51.4K 0.04% 330
2024
Q3 		$1.91M Sell
53,921
-3,366
-6% -$106K 0.03% 348
2024
Q2 		$1.59M Sell
57,287
-2,001
-3% -$55.7K 0.03% 358
2024
Q1 		$1.66M Buy
59,288
+839
+1% +$22.6K 0.03% 366
2023
Q4 		$1.56M Sell
58,449
-68
-0.1% -$1.54K 0.03% 373
2023
Q3 		$1.22M Buy
58,517
+5,550
+10% +$125K 0.03% 376
2023
Q2 		$1.19M Buy
52,967
+8,327
+19% +$176K 0.03% 379
2023
Q1 		$970K Buy
44,640
+8,842
+25% +$199K 0.03% 392
2022
Q4 		$751K Sell
35,798
-6,650
-16% -$149K 0.02% 420
2022
Q3 		$935K Buy
42,448
+4,277
+11% +$111K 0.03% 367
2022
Q2 		$915K Buy
38,171
+5,130
+16% +$137K 0.03% 375
2022
Q1 		$1.01M Buy
33,041
+9,370
+40% +$280K 0.03% 376
2021
Q4 		$770K Buy
23,671
+9,788
+71% +$310K 0.02% 397
2021
Q3 		$400K Buy
13,883
+9,357
+207% +$273K 0.01% 435
2021
Q2 		$124K Buy
4,526
+4,180
+1,208% +$107K ﹤0.01% 498
2021
Q1 		$8K Buy
+346
New +$7.71K ﹤0.01% 609

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Hantz Financial Services's BN Position: Q2 2026 in Review

Hantz Financial Services reduced its Brookfield (BN) stake by 9.4% in Q2 2026, selling an estimated $335K and leaving 72,566 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #272.

Hantz Financial Services first reported a position in BN in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.24M in Q1 2026. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Hantz Financial Services held 72,566 shares of Brookfield worth $3.09M as of Q2 2026.
  • Hantz Financial Services sold 7,488 Brookfield shares in Q2 2026, an estimated $335K.
  • Brookfield made up 0.04% of Hantz Financial Services's portfolio in Q2 2026, its #272 holding.
  • Hantz Financial Services first reported a position in Brookfield in Q1 2021 and has held it in 22 quarters since.
  • Hantz Financial Services's Brookfield position peaked at $3.24M in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.