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Investment Research & Advisory Group’s Brookfield BN Stock Holding History

Investment Research & Advisory 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 		$144K Hold
3,375
– – 0.04% 89
2026
Q1 		$137K Hold
3,375
– – 0.05% 84
2025
Q4 		$155K Hold
3,375
– – 0.05% 79
2025
Q3 		$154K Hold
3,375
– – 0.05% 80
2025
Q2 		$139K Hold
3,375
– – 0.05% 77
2025
Q1 		$118K Hold
3,375
– – 0.05% 86
2024
Q4 		$129K Hold
3,375
– – 0.05% 81
2024
Q3 		$120K Hold
3,375
– – 0.05% 79
2024
Q2 		$93.5K Hold
3,375
– – 0.04% 80
2024
Q1 		$94.2K Hold
3,375
– – 0.04% 81
2023
Q4 		$90.3K Hold
3,375
– – 0.05% 82
2023
Q3 		$70.4K Hold
3,375
– – 0.04% 86
2023
Q2 		$75.7K Hold
3,375
– – 0.04% 86
2023
Q1 		$73.3K Hold
3,375
– – 0.05% 86
2022
Q4 		$70.8K Buy
+3,375
New +$75.7K 0.05% 85

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 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

Investment Research & Advisory Group's BN Position: Q2 2026 in Review

Investment Research & Advisory Group held its Brookfield (BN) position steady in Q2 2026 at 3,375 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #89.

Investment Research & Advisory Group first reported a position in BN in Q4 2022 and has held it in 15 quarters since. The position peaked at $155K in Q4 2025. 318 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Investment Research & Advisory Group held 3,375 shares of Brookfield worth $144K as of Q2 2026.
  • Investment Research & Advisory Group left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Investment Research & Advisory Group first reported a position in Brookfield in Q4 2022 and has held it in 15 quarters since.
  • Investment Research & Advisory Group's Brookfield position peaked at $155K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.