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Legacy Financial Advisors’s Brookfield BN Stock Holding History

Legacy Financial 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 		$348K Buy
8,597
+480
+6% +$21.3K 0.05% 297
2025
Q4 		$372K Sell
8,117
-4,941
-38% -$225K 0.05% 278
2025
Q3 		$597K Sell
13,058
-1,491
-10% -$66.1K 0.08% 206
2025
Q2 		$600K Buy
14,549
+359
+3% +$13.3K 0.09% 177
2025
Q1 		$496K Buy
14,190
+231
+2% +$8.73K 0.08% 195
2024
Q4 		$535K Buy
13,959
+585
+4% +$22K 0.09% 185
2024
Q3 		$474K Sell
13,374
-1,926
-13% -$60.8K 0.08% 205
2024
Q2 		$424K Buy
15,300
+2,866
+23% +$79.8K 0.08% 198
2024
Q1 		$347K Buy
12,434
+1,262
+11% +$34K 0.06% 226
2023
Q4 		$299K Buy
11,172
+361
+3% +$8.2K 0.06% 231
2023
Q3 		$225K Buy
+10,811
New +$244K 0.05% 238
2020
Q2 		– Sell
-49,264
Closed -$594K – 47
2020
Q1 		$594K Sell
49,264
-8,234
-14% -$169K 0.22% 36
2019
Q4 		$1.19M Sell
57,498
-179
-0.3% -$3.57K 0.38% 24
2019
Q3 		$1.09M Sell
57,677
-953
-2% -$17.3K 0.36% 26
2019
Q2 		$1M Sell
58,630
-1,906
-3% -$32.2K 0.35% 27
2019
Q1 		$1.01M Sell
60,536
-3,955
-6% -$61.6K 0.34% 26
2018
Q4 		$882K Buy
64,491
+2,901
+5% +$43.3K 0.34% 28
2018
Q3 		$978K Sell
61,590
-673
-1% -$10.2K 0.35% 28
2018
Q2 		$926K Sell
62,263
-364
-0.6% -$5.2K 0.35% 25
2018
Q1 		$872K Buy
62,627
+14,770
+31% +$214K 0.35% 25
2017
Q4 		$743K Buy
+47,857
New +$723K 0.31% 28

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

Legacy Financial Advisors's BN Position: Q1 2026 in Review

Legacy Financial Advisors increased its Brookfield (BN) stake by 5.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 8,597 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #297.

Legacy Financial Advisors first reported a position in BN in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.19M in Q4 2019. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Legacy Financial Advisors held 8,597 shares of Brookfield worth $348K as of Q1 2026.
  • Legacy Financial Advisors bought 480 Brookfield shares in Q1 2026, an estimated $21.3K.
  • Brookfield made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #297 holding.
  • Legacy Financial Advisors first reported a position in Brookfield in Q4 2017 and has held it in 21 quarters since.
  • Legacy Financial Advisors's Brookfield position peaked at $1.19M in Q4 2019.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.