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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
Q2 		$1.16M Buy
27,007
+977
+4% +$43.7K 0.06% 336
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 $9.8B 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

Kovack Advisors's BN Position: Q2 2026 in Review

Kovack Advisors increased its Brookfield (BN) stake by 3.8% in Q2 2026, buying an estimated $43.7K and bringing the position to 27,007 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #336.

Kovack Advisors first reported a position in BN in Q4 2020 and has held it in 14 quarters since. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Kovack Advisors held 27,007 shares of Brookfield worth $1.16M as of Q2 2026.
  • Kovack Advisors bought 977 Brookfield shares in Q2 2026, an estimated $43.7K.
  • Brookfield made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #336 holding.
  • Kovack Advisors first reported a position in Brookfield in Q4 2020 and has held it in 14 quarters since.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.