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IHT Wealth Management’s Brookfield BN Stock Holding History

IHT Wealth Management’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 		$469K Buy
11,021
+1,518
+16% +$67.9K 0.01% 852
2026
Q1 		$385K Sell
9,503
-179
-2% -$7.93K 0.01% 926
2025
Q4 		$446K Sell
9,682
-970
-9% -$44.2K 0.01% 814
2025
Q3 		$440K Buy
10,652
+216
+2% +$9.57K 0.01% 785
2025
Q2 		$430K Sell
10,436
-891
-8% -$33K 0.01% 751
2025
Q1 		$402K Sell
11,327
-2,325
-17% -$87.9K 0.01% 743
2024
Q4 		$523K Sell
13,652
-2,914
-18% -$110K 0.02% 669
2024
Q3 		$593K Buy
16,566
+2,862
+21% +$90.3K 0.02% 671
2024
Q2 		$384K Buy
13,704
+178
+1% +$4.96K 0.01% 718
2024
Q1 		$378K Buy
13,526
+383
+3% +$10.3K 0.02% 721
2023
Q4 		$352K Buy
13,143
+1,765
+16% +$40.1K 0.02% 708
2023
Q3 		$237K Sell
11,378
-597
-5% -$13.4K 0.01% 819
2023
Q2 		$269K Sell
11,975
-604
-5% -$12.8K 0.01% 766
2023
Q1 		$273K Buy
12,579
+3,039
+32% +$68.4K 0.02% 730
2022
Q4 		$271K Sell
9,540
-3,578
-27% -$80.2K 0.02% 694
2022
Q3 		$289K Buy
+13,118
New +$340K 0.02% 637
2022
Q1 		– Sell
-7,680
Closed -$250K – 777
2021
Q4 		$250K Sell
7,680
-276
-3% -$8.73K 0.02% 674
2021
Q3 		$229K Sell
7,956
-26
-0.3% -$759 0.02% 690
2021
Q2 		$219K Buy
+7,982
New +$204K 0.01% 837
2018
Q2 		– Sell
-3,621
Closed -$50K – 532
2018
Q1 		$50K Buy
3,621
+5
+0.1% +$72 0.01% 676
2017
Q4 		$56K Hold
3,616
– – 0.01% 662
2017
Q3 		$54K Buy
+3,616
New +$50.7K 0.02% 497

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

IHT Wealth Management's BN Position: Q2 2026 in Review

IHT Wealth Management increased its Brookfield (BN) stake by 16% in Q2 2026, buying an estimated $67.9K and bringing the position to 11,021 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #852.

IHT Wealth Management first reported a position in BN in Q3 2017 and has held it in 22 quarters since. The position peaked at $593K in Q3 2024. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • IHT Wealth Management held 11,021 shares of Brookfield worth $469K as of Q2 2026.
  • IHT Wealth Management bought 1,518 Brookfield shares in Q2 2026, an estimated $67.9K.
  • Brookfield made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #852 holding.
  • IHT Wealth Management first reported a position in Brookfield in Q3 2017 and has held it in 22 quarters since.
  • IHT Wealth Management's Brookfield position peaked at $593K in Q3 2024.
  • 943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.