Leo H. Evart Inc’s Brookfield BN Stock Holding History

Leo H. Evart Inc’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	$41.3K	Hold	970	–	–	0.03%	123
2026 Q1	$39.3K	Buy	+970	New	+$43K	0.03%	119

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Leo H. Evart Inc's BN Position: Q2 2026 in Review

Leo H. Evart Inc held its Brookfield (BN) position steady in Q2 2026 at 970 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #123.

Leo H. Evart Inc first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Leo H. Evart Inc held 970 shares of Brookfield worth $41.3K as of Q2 2026.
Leo H. Evart Inc left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.03% of Leo H. Evart Inc's portfolio in Q2 2026, its #123 holding.
Leo H. Evart Inc first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.