HHM Wealth Advisors’s Brookfield BN Stock Holding History

HHM Wealth 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	$41.9K	Hold	983	–	–	﹤0.01%	413
2026 Q1	$39.8K	Hold	983	–	–	﹤0.01%	401
2025 Q4	$45.1K	Sell	983 -1	-0.1%	-$46	0.01%	381
2025 Q3	$45K	Hold	984	–	–	0.01%	389
2025 Q2	$40.6K	Hold	984	–	–	﹤0.01%	406
2025 Q1	$34.4K	Hold	984	–	–	﹤0.01%	416
2024 Q4	$37.7K	Hold	984	–	–	0.01%	400
2024 Q3	$34.9K	Buy	984 +271	+38%	+$8.55K	﹤0.01%	383
2024 Q2	$19.7K	Hold	713	–	–	﹤0.01%	455
2024 Q1	$19.9K	Hold	713	–	–	﹤0.01%	413
2023 Q4	$19.1K	Hold	713	–	–	﹤0.01%	415
2023 Q3	$14.9K	Hold	713	–	–	﹤0.01%	446
2023 Q2	$16K	Hold	713	–	–	﹤0.01%	452
2023 Q1	$15.5K	Hold	713	–	–	﹤0.01%	451
2022 Q4	$14.9K	Sell	713 -168	-19%	-$3.77K	﹤0.01%	399
2022 Q3	$19K	Hold	881	–	–	0.01%	349
2022 Q2	$21K	Hold	881	–	–	0.01%	416
2022 Q1	$27K	Hold	881	–	–	0.01%	398
2021 Q4	$29K	Hold	881	–	–	0.01%	377
2021 Q3	$25K	Hold	881	–	–	0.01%	383
2021 Q2	$24K	Sell	881 -7	-0.8%	-$179	0.01%	376
2021 Q1	$21K	Hold	888	–	–	0.01%	373
2020 Q4	$20K	Hold	888	–	–	0.01%	351
2020 Q3	$16K	Hold	888	–	–	0.01%	337
2020 Q2	$16K	Hold	888	–	–	0.01%	327
2020 Q1	$14K	Buy	+888	New	+$18.3K	0.01%	332

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HHM Wealth Advisors's BN Position: Q2 2026 in Review

HHM Wealth Advisors held its Brookfield (BN) position steady in Q2 2026 at 983 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

HHM Wealth Advisors first reported a position in BN in Q1 2020 and has held it in 26 quarters since. The position peaked at $45.1K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

HHM Wealth Advisors held 983 shares of Brookfield worth $41.9K as of Q2 2026.
HHM Wealth Advisors left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #413 holding.
HHM Wealth Advisors first reported a position in Brookfield in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Brookfield position peaked at $45.1K in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.