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Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield BN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-17,535
Closed -$739K – 566
2026
Q1 		$739K Hold
17,535
– – 0.01% 195
2025
Q4 		$832K Sell
17,535
-8,768
-33% -$400K 0.01% 187
2025
Q3 		$798K Buy
+26,303
New +$1.17M 0.01% 195
2025
Q2 		– Sell
-750
Closed -$25.5K – 532
2025
Q1 		$25.5K Buy
+750
New +$28.3K ﹤0.01% 430
2022
Q2 		– Sell
-6,854
Closed -$209K – 634
2022
Q1 		$209K Hold
6,854
– – ﹤0.01% 300
2021
Q4 		$223K Sell
6,854
-195
-3% -$6.17K ﹤0.01% 299
2021
Q3 		$203K Hold
7,049
– – ﹤0.01% 308
2021
Q2 		$194K Buy
+7,049
New +$181K ﹤0.01% 326
2019
Q4 		– Sell
-5,605
Closed -$106K – 673
2019
Q3 		$106K Hold
5,605
– – ﹤0.01% 332
2019
Q2 		$96K Hold
5,605
– – ﹤0.01% 337
2019
Q1 		$93K Sell
5,605
-4,205
-43% -$65.5K ﹤0.01% 328
2018
Q4 		$134K Sell
9,810
-41,404
-81% -$618K ﹤0.01% 290
2018
Q3 		$814K Sell
51,214
-2,803
-5% -$42.6K 0.01% 171
2018
Q2 		$781K Sell
54,017
-350
-0.6% -$5K 0.01% 177
2018
Q1 		$757K Hold
54,367
– – 0.01% 179
2017
Q4 		$845K Sell
54,367
-5,242
-9% -$79.2K 0.02% 172
2017
Q3 		$878K Hold
59,609
– – 0.02% 165
2017
Q2 		$827K Hold
59,609
– – 0.02% 161
2017
Q1 		$775K Hold
59,609
– – 0.02% 170
2016
Q4 		$702K Buy
59,609
+9,810
+20% +$120K 0.02% 174
2016
Q3 		$625K Buy
49,799
+17,167
+53% +$210K 0.01% 177
2016
Q2 		$401K Sell
32,632
-522
-2% -$6.24K 0.01% 201
2016
Q1 		$405K Hold
33,154
– – 0.01% 194
2015
Q4 		$367K Hold
33,154
– – 0.01% 220
2015
Q3 		$407K Hold
33,154
– – 0.01% 217
2015
Q2 		$407K Hold
33,154
– – 0.01% 217
2015
Q1 		$416K Hold
33,154
– – 0.01% 224
2014
Q4 		$389K Hold
33,154
– – 0.01% 220
2014
Q3 		$349K Hold
33,154
– – 0.01% 214
2014
Q2 		$342K Buy
+33,154
New +$332K 0.01% 223

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brookfield (BN) in Q2 2026, closing a stake of 17,535 shares — an estimated $739K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BN in Q2 2014 and held it in 30 quarters. The position peaked at $878K in Q3 2017. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 17,535 Brookfield shares in Q2 2026, an estimated $739K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brookfield in Q2 2014 and held it in 30 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brookfield position peaked at $878K in Q3 2017.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.