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Kovack Advisors’s Brookfield BN Stock Holding History

Kovack 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
Q1 		$1.06M Buy
26,030
+7,088
+37% +$314K 0.06% 352
2025
Q4 		$869K Buy
18,942
+828
+5% +$37.8K 0.04% 428
2025
Q3 		$828K Buy
18,114
+4,431
+32% +$196K 0.08% 234
2025
Q2 		$564K Buy
+13,683
New +$507K 0.06% 299
2025
Q1 		– Sell
-6,215
Closed -$238K – 586
2024
Q4 		$238K Buy
6,215
+9
+0.1% +$339 0.02% 526
2024
Q3 		$220K Buy
+6,206
New +$196K 0.02% 522
2022
Q3 		– Sell
-8,559
Closed -$205K – 579
2022
Q2 		$205K Buy
8,559
+282
+3% +$7.54K 0.03% 568
2022
Q1 		$252K Sell
8,277
-975
-11% -$29.1K 0.03% 583
2021
Q4 		$301K Sell
9,252
-948
-9% -$30K 0.03% 527
2021
Q3 		$294K Buy
10,200
+115
+1% +$3.36K 0.03% 539
2021
Q2 		$277K Sell
10,085
-493
-5% -$12.6K 0.03% 541
2021
Q1 		$252K Buy
10,578
+2
+0% +$45 0.03% 524
2020
Q4 		$234K Buy
+10,576
New +$212K 0.03% 476

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kovack Advisors's BN Position: Q1 2026 in Review

Kovack Advisors increased its Brookfield (BN) stake by 37% in Q1 2026, buying an estimated $314K and bringing the position to 26,030 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #352.

Kovack Advisors first reported a position in BN in Q4 2020 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Kovack Advisors held 26,030 shares of Brookfield worth $1.06M as of Q1 2026.
  • Kovack Advisors bought 7,088 Brookfield shares in Q1 2026, an estimated $314K.
  • Brookfield made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #352 holding.
  • Kovack Advisors first reported a position in Brookfield in Q4 2020 and has held it in 13 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.