Hilltop National Bank’s Brookfield Renewable BEP Stock Holding History

Hilltop National Bank’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.6K	Hold	1,830	–	–	0.01%	450
2026 Q1	$59.7K	Hold	1,830	–	–	0.01%	449
2025 Q4	$49.4K	Hold	1,830	–	–	0.01%	459
2025 Q3	$47.2K	Buy	1,830 +500	+38%	+$12.9K	0.01%	462
2025 Q2	$33.9K	Buy	+1,330	New	+$31.3K	0.01%	501
2024 Q4	$15.5K	Buy	680 +450	+196%	+$11.5K	﹤0.01%	584
2024 Q3	$6.48K	Hold	230	–	–	﹤0.01%	702
2024 Q2	$5.7K	Hold	230	–	–	﹤0.01%	707
2024 Q1	$5.34K	Buy	+230	New	+$5.59K	﹤0.01%	685

Other funds holding BEP

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return