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Kraematon Investment Advisors’s Brookfield BN Stock Holding History

Kraematon Investment 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 		$652K Buy
15,303
+504
+3% +$22.5K 0.49% 58
2026
Q1 		$599K Buy
14,799
+1,054
+8% +$46.7K 0.49% 60
2025
Q4 		$631K Buy
13,745
+1,077
+9% +$49.1K 0.5% 58
2025
Q3 		$579K Buy
12,668
+3
+0% +$133 0.5% 57
2025
Q2 		$522K Buy
12,665
+3
+0% +$111 0.49% 55
2025
Q1 		$442K Buy
12,662
+3
+0% +$113 0.45% 57
2024
Q4 		$485K Buy
12,659
+5
+0% +$188 0.48% 56
2024
Q3 		$448K Buy
12,654
+198
+2% +$6.25K 0.44% 59
2024
Q2 		$345K Buy
12,456
+4
+0% +$111 0.35% 64
2024
Q1 		$348K Buy
12,452
+5
+0% +$135 0.35% 63
2023
Q4 		$333K Buy
12,447
+3
+0% +$68 0.37% 62
2023
Q3 		$259K Sell
12,444
-1,119
-8% -$25.2K 0.32% 67
2023
Q2 		$304K Buy
13,563
+9
+0.1% +$191 0.33% 65
2023
Q1 		$294K Hold
13,554
– – 0.34% 64
2022
Q4 		$284K Sell
13,554
-3,769
-22% -$84.5K 0.31% 70
2022
Q3 		$382K Buy
17,323
+11
+0.1% +$285 0.49% 55
2022
Q2 		$415K Buy
17,312
+8
+0% +$214 0.48% 53
2022
Q1 		$528K Buy
17,304
+7
+0% +$209 0.5% 53
2021
Q4 		$563K Buy
+17,297
New +$547K 0.5% 51

Other funds holding BN

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Kraematon Investment Advisors's BN Position: Q2 2026 in Review

Kraematon Investment Advisors increased its Brookfield (BN) stake by 3.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 15,303 shares worth $652K. The position accounts for 0.49% of the portfolio, ranked #58.

Kraematon Investment Advisors first reported a position in BN in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Kraematon Investment Advisors held 15,303 shares of Brookfield worth $652K as of Q2 2026.
  • Kraematon Investment Advisors bought 504 Brookfield shares in Q2 2026, an estimated $22.5K.
  • Brookfield made up 0.49% of Kraematon Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Kraematon Investment Advisors first reported a position in Brookfield in Q4 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.