HFS
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Hughes Financial Services’s Brookfield BN Stock Holding History

Hughes 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 		$13K Buy
305
+40
+15% +$1.79K ﹤0.01% 327
2026
Q1 		$10.7K Hold
265
– – ﹤0.01% 319
2025
Q4 		$12.2K Sell
265
-133
-33% -$6.07K ﹤0.01% 282
2025
Q3 		$12.2K Buy
398
+132
+50% +$5.85K ﹤0.01% 281
2025
Q2 		$11.9K Hold
266
– – ﹤0.01% 284
2025
Q1 		$9.52K Buy
+266
New +$10.1K ﹤0.01% 324

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

Hughes Financial Services increased its Brookfield (BN) stake by 15% in Q2 2026, buying an estimated $1.79K and bringing the position to 305 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Hughes Financial Services first reported a position in BN in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Hughes Financial Services held 305 shares of Brookfield worth $13K as of Q2 2026.
  • Hughes Financial Services bought 40 Brookfield shares in Q2 2026, an estimated $1.79K.
  • Brookfield made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #327 holding.
  • Hughes Financial Services first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.