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Larson Financial Group’s Brookfield BN Stock Holding History

Larson Financial Group’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 		$138K Buy
3,245
+95
+3% +$4.25K ﹤0.01% 1016
2026
Q1 		$127K Buy
3,150
+772
+32% +$34.2K ﹤0.01% 883
2025
Q4 		$109K Buy
2,378
+1,202
+102% +$54.8K ﹤0.01% 907
2025
Q3 		$53.8K Buy
1,176
+286
+32% +$12.7K ﹤0.01% 1128
2025
Q2 		$36.7K Buy
890
+395
+80% +$14.6K ﹤0.01% 1198
2025
Q1 		$17.3K Buy
495
+90
+22% +$3.4K ﹤0.01% 1418
2024
Q4 		$15.5K Buy
+405
New +$15.3K ﹤0.01% 1319
2024
Q1 		– Sell
-180
Closed -$4.81K – 1805
2023
Q4 		$4.81K Sell
180
-137
-43% -$3.11K ﹤0.01% 1192
2023
Q3 		$6.6K Buy
317
+137
+76% +$3.09K ﹤0.01% 1108
2023
Q2 		$4.04K Hold
180
– – ﹤0.01% 1144
2023
Q1 		$3.91K Hold
180
– – ﹤0.01% 1134
2022
Q4 		$3.77K Sell
180
-43
-19% -$964 ﹤0.01% 1083
2022
Q3 		$5K Hold
223
– – ﹤0.01% 945
2022
Q2 		$5K Buy
+223
New +$5.96K ﹤0.01% 863
2020
Q4 		– Sell
-271
Closed -$5K – 757
2020
Q3 		$5K Hold
271
– – ﹤0.01% 520
2020
Q2 		$5K Buy
+271
New +$4.76K ﹤0.01% 472

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

Larson Financial Group's BN Position: Q2 2026 in Review

Larson Financial Group increased its Brookfield (BN) stake by 3% in Q2 2026, buying an estimated $4.25K and bringing the position to 3,245 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Larson Financial Group first reported a position in BN in Q2 2020 and has held it in 16 quarters since. 942 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Larson Financial Group held 3,245 shares of Brookfield worth $138K as of Q2 2026.
  • Larson Financial Group bought 95 Brookfield shares in Q2 2026, an estimated $4.25K.
  • Brookfield made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1016 holding.
  • Larson Financial Group first reported a position in Brookfield in Q2 2020 and has held it in 16 quarters since.
  • 942 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.