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JFS Wealth Advisors’s Brookfield BN Stock Holding History

JFS Wealth Advisors’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 		$14.2K Buy
333
+25
+8% +$1.12K ﹤0.01% 866
2026
Q1 		$12.5K Sell
308
-11
-3% -$488 ﹤0.01% 868
2025
Q4 		$14.6K Sell
319
-1
-0.3% -$46 ﹤0.01% 854
2025
Q3 		$14.6K Hold
320
– – ﹤0.01% 769
2025
Q2 		$13.2K Hold
320
– – ﹤0.01% 779
2025
Q1 		$11.2K Hold
320
– – ﹤0.01% 843
2024
Q4 		$12.2K Hold
320
– – ﹤0.01% 795
2024
Q3 		$11.3K Hold
320
– – ﹤0.01% 812
2024
Q2 		$8.85K Hold
320
– – ﹤0.01% 834
2024
Q1 		$8.92K Buy
320
+12
+4% +$324 ﹤0.01% 856
2023
Q4 		$8.22K Buy
308
+114
+59% +$2.59K ﹤0.01% 842
2023
Q3 		$4.03K Sell
194
-16
-8% -$360 ﹤0.01% 1082
2023
Q2 		$4.71K Buy
210
+31
+17% +$657 ﹤0.01% 1033
2023
Q1 		$3.88K Sell
179
-160
-47% -$3.6K ﹤0.01% 1094
2022
Q4 		$7.11K Sell
339
-80
-19% -$1.79K ﹤0.01% 845
2022
Q3 		$9K Buy
+419
New +$10.8K ﹤0.01% 752
2022
Q2 		– Sell
-252
Closed -$8K – 1753
2022
Q1 		$8K Buy
252
+200
+385% +$5.98K ﹤0.01% 851
2021
Q4 		$2K Buy
+52
New +$1.65K ﹤0.01% 1037
2018
Q2 		– Sell
-549
Closed -$8K – 468
2018
Q1 		$8K Hold
549
– – ﹤0.01% 381
2017
Q4 		$9K Buy
+549
New +$8.29K ﹤0.01% 381

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

JFS Wealth Advisors's BN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brookfield (BN) stake by 8.1% in Q2 2026, buying an estimated $1.12K and bringing the position to 333 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

JFS Wealth Advisors first reported a position in BN in Q4 2017 and has held it in 20 quarters since. The position peaked at $14.6K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • JFS Wealth Advisors held 333 shares of Brookfield worth $14.2K as of Q2 2026.
  • JFS Wealth Advisors bought 25 Brookfield shares in Q2 2026, an estimated $1.12K.
  • Brookfield made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #866 holding.
  • JFS Wealth Advisors first reported a position in Brookfield in Q4 2017 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Brookfield position peaked at $14.6K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.