IFG
BN icon

Independent Financial Group’s Brookfield BN Stock Holding History

Independent Financial Group’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 		$227K Hold
5,321
– – ﹤0.01% 1405
2026
Q1 		$215K Buy
5,321
+731
+16% +$32.4K ﹤0.01% 1344
2025
Q4 		$211K Buy
4,590
+34
+0.7% +$1.55K ﹤0.01% 1322
2025
Q3 		$208K Buy
+4,556
New +$202K 0.01% 1270

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

Independent Financial Group's BN Position: Q2 2026 in Review

Independent Financial Group held its Brookfield (BN) position steady in Q2 2026 at 5,321 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Independent Financial Group first reported a position in BN in Q3 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Independent Financial Group held 5,321 shares of Brookfield worth $227K as of Q2 2026.
  • Independent Financial Group left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1405 holding.
  • Independent Financial Group first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.