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Lowe Wealth Advisors’s Brookfield BN Stock Holding History

Lowe Wealth 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
2025
Q3 		$13.7K Hold
300
– – 0.01% 236
2025
Q2 		$12.4K Hold
300
– – ﹤0.01% 238
2025
Q1 		$10.5K Sell
300
-168
-36% -$6.35K ﹤0.01% 245
2024
Q4 		$17.9K Hold
468
– – 0.01% 196
2024
Q3 		$16.6K Buy
+468
New +$14.8K 0.01% 183

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Lowe Wealth Advisors's BN Position: Q3 2025 in Review

Lowe Wealth Advisors held its Brookfield (BN) position steady in Q3 2025 at 300 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #236.

Lowe Wealth Advisors first reported a position in BN in Q3 2024 and has held it in 5 quarters since. The position peaked at $17.9K in Q4 2024. 881 funds tracked by Wall St. Rank hold BN as of Q3 2025.

  • Lowe Wealth Advisors held 300 shares of Brookfield worth $13.7K as of Q3 2025.
  • Lowe Wealth Advisors left its Brookfield share count unchanged in Q3 2025.
  • Brookfield made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #236 holding.
  • Lowe Wealth Advisors first reported a position in Brookfield in Q3 2024 and has held it in 5 quarters since.
  • Lowe Wealth Advisors's Brookfield position peaked at $17.9K in Q4 2024.
  • 881 funds tracked by Wall St. Rank held Brookfield as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.