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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
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 $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Hantz Financial Services's BN Position: Q1 2026 in Review

Hantz Financial Services increased its Brookfield (BN) stake by 90% in Q1 2026, buying an estimated $1.68M and bringing the position to 80,054 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #250.

Hantz Financial Services first reported a position in BN in Q1 2021 and has held it in 21 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Hantz Financial Services held 80,054 shares of Brookfield worth $3.24M as of Q1 2026.
  • Hantz Financial Services bought 37,948 Brookfield shares in Q1 2026, an estimated $1.68M.
  • Brookfield made up 0.05% of Hantz Financial Services's portfolio in Q1 2026, its #250 holding.
  • Hantz Financial Services first reported a position in Brookfield in Q1 2021 and has held it in 21 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.