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Journey Retirement Planning & Investment Management’s Brookfield BN Stock Holding History

Journey Retirement Planning & Investment 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 		$610K Buy
14,313
+1,866
+15% +$83.4K 0.47% 65
2026
Q1 		$504K Sell
12,447
-27,485
-69% -$1.22M 0.44% 79
2025
Q4 		$1.83M Buy
+39,932
New +$1.82M 0.38% 71

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BN Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Brookfield (BN) stake by 15% in Q2 2026, buying an estimated $83.4K and bringing the position to 14,313 shares worth $610K. The position accounts for 0.47% of the portfolio, ranked #65.

Journey Retirement Planning & Investment Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 14,313 shares of Brookfield worth $610K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,866 Brookfield shares in Q2 2026, an estimated $83.4K.
  • Brookfield made up 0.47% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #65 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Brookfield position peaked at $1.83M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.