HFG Advisors’s Brookfield BN Stock Holding History

HFG 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 Q1	–	Sell	-4,623	Closed	-$212K	–	121
2025 Q4	$212K	Hold	4,623	–	–	0.15%	100
2025 Q3	$211K	Buy	+4,623	New	+$205K	0.16%	97

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HFG Advisors's BN Position: Q1 2026 in Review

HFG Advisors sold out of Brookfield (BN) in Q1 2026, closing a stake of 4,623 shares — an estimated $212K sold.

HFG Advisors first reported a position in BN in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

HFG Advisors reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
HFG Advisors sold 4,623 Brookfield shares in Q1 2026, an estimated $212K.
HFG Advisors first reported a position in Brookfield in Q3 2025 and held it in 2 quarters.
HFG Advisors's Brookfield position peaked at $212K in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.