Lido Advisors
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Lido Advisors’s Brookfield BN Stock Holding History

Lido 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
Q3 		$3.96M Buy
108,702
+10,651
+11% +$440K 0.01% 562
2026
Q2 		$4.18M Buy
98,051
+60,263
+159% +$2.69M 0.01% 546
2026
Q1 		$1.53M Buy
37,788
+13,729
+57% +$608K ﹤0.01% 791
2025
Q4 		$1.43M Sell
24,059
-7,531
-24% -$343K ﹤0.01% 841
2025
Q3 		$1.44M Buy
31,590
+6,666
+27% +$295K ﹤0.01% 792
2025
Q2 		$1.03M Sell
24,924
-800
-3% -$29.6K ﹤0.01% 836
2025
Q1 		$899K Buy
25,724
+9
+0% +$340 ﹤0.01% 814
2024
Q4 		$985K Buy
25,715
+929
+4% +$35K ﹤0.01% 771
2024
Q3 		$878K Sell
24,786
-22,377
-47% -$706K ﹤0.01% 764
2024
Q2 		$1.31M Buy
47,163
+469
+1% +$13.1K 0.01% 565
2024
Q1 		$1.3M Buy
46,694
+36,794
+372% +$992K 0.01% 557
2023
Q4 		$265K Sell
9,900
-40,595
-80% -$922K ﹤0.01% 1094
2023
Q3 		$1.05M Buy
50,495
+39,054
+341% +$880K 0.01% 523
2023
Q2 		$257K Sell
11,441
-13,753
-55% -$291K ﹤0.01% 1011
2023
Q1 		$461K Sell
25,194
-6,389
-20% -$144K ﹤0.01% 705
2022
Q4 		$662K Buy
31,583
+4,431
+16% +$99.3K 0.01% 503
2022
Q3 		$598K Buy
27,152
+12,482
+85% +$323K 0.01% 507
2022
Q2 		$351K Buy
14,670
+2
+0% +$53 ﹤0.01% 661
2022
Q1 		$447K Sell
14,668
-29,129
-67% -$871K 0.01% 631
2021
Q4 		$1.42M Buy
43,797
+3
+0% +$95 0.02% 338
2021
Q3 		$1.26M Sell
43,794
-918
-2% -$26.8K 0.02% 348
2021
Q2 		$1.23M Buy
44,712
+533
+1% +$13.6K 0.02% 341
2021
Q1 		$1.05M Sell
44,179
-756
-2% -$16.9K 0.02% 328
2020
Q4 		$992K Buy
44,935
+314
+0.7% +$6.28K 0.02% 313
2020
Q3 		$791K Buy
+44,621
New +$797K 0.02% 305

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Lido Advisors's BN Position: Q3 2026 in Review

Lido Advisors increased its Brookfield (BN) stake by 11% in Q3 2026, buying an estimated $440K and bringing the position to 108,702 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #562.

Lido Advisors first reported a position in BN in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.18M in Q2 2026. 759 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Lido Advisors held 108,702 shares of Brookfield worth $3.96M as of Q3 2026.
  • Lido Advisors bought 10,651 Brookfield shares in Q3 2026, an estimated $440K.
  • Brookfield made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #562 holding.
  • Lido Advisors first reported a position in Brookfield in Q3 2020 and has held it in 25 quarters since.
  • Lido Advisors's Brookfield position peaked at $4.18M in Q2 2026.
  • 759 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.