LPL Financial
BN icon

LPL Financial’s Brookfield BN Stock Holding History

LPL Financial’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 		$20.5M Buy
481,772
+33,380
+7% +$1.49M ﹤0.01% 1553
2026
Q1 		$18.1M Buy
448,392
+14,260
+3% +$632K ﹤0.01% 1540
2025
Q4 		$19.9M Buy
434,132
+28,194
+7% +$1.29M 0.01% 1414
2025
Q3 		$18.6M Buy
405,938
+23,111
+6% +$1.02M 0.01% 1416
2025
Q2 		$15.8M Buy
382,827
+16,570
+5% +$614K 0.01% 1409
2025
Q1 		$12.8M Buy
366,257
+28,403
+8% +$1.07M 0.01% 1434
2024
Q4 		$12.9M Buy
337,854
+75,018
+29% +$2.83M 0.01% 1357
2024
Q3 		$9.31M Sell
262,836
-5,280
-2% -$167K ﹤0.01% 1512
2024
Q2 		$7.43M Sell
268,116
-5,063
-2% -$141K ﹤0.01% 1557
2024
Q1 		$7.63M Sell
273,179
-18,562
-6% -$501K ﹤0.01% 1497
2023
Q4 		$7.8M Buy
291,741
+1,747
+0.6% +$39.7K ﹤0.01% 1402
2023
Q3 		$6.05M Buy
289,994
+33,713
+13% +$759K ﹤0.01% 1482
2023
Q2 		$5.75M Buy
256,281
+4,912
+2% +$104K ﹤0.01% 1486
2023
Q1 		$5.46M Buy
251,369
+116,138
+86% +$2.62M ﹤0.01% 1449
2022
Q4 		$2.84M Sell
135,231
-31,436
-19% -$705K ﹤0.01% 1809
2022
Q3 		$3.67M Sell
166,667
-70,906
-30% -$1.84M ﹤0.01% 1585
2022
Q2 		$5.69M Buy
237,573
+13,499
+6% +$361K 0.01% 1305
2022
Q1 		$6.83M Buy
224,074
+40,433
+22% +$1.21M 0.01% 1248
2021
Q4 		$5.98M Buy
183,641
+19,938
+12% +$631K 0.01% 1339
2021
Q3 		$4.72M Buy
163,703
+19,050
+13% +$556K ﹤0.01% 1437
2021
Q2 		$3.97M Buy
144,653
+20,186
+16% +$517K ﹤0.01% 1500
2021
Q1 		$2.96M Buy
124,467
+10,504
+9% +$234K ﹤0.01% 1580
2020
Q4 		$2.52M Buy
113,963
+10,630
+10% +$213K ﹤0.01% 1523
2020
Q3 		$1.83M Sell
103,333
-16,189
-14% -$289K ﹤0.01% 1520
2020
Q2 		$2.1M Buy
119,522
+5,784
+5% +$102K ﹤0.01% 1323
2020
Q1 		$1.8M Sell
113,738
-13,722
-11% -$282K ﹤0.01% 1259
2019
Q4 		$2.63M Buy
127,460
+11,898
+10% +$237K ﹤0.01% 1184
2019
Q3 		$2.19M Buy
115,562
+37,688
+48% +$682K ﹤0.01% 1202
2019
Q2 		$1.33M Buy
77,874
+5,365
+7% +$90.8K ﹤0.01% 1525
2019
Q1 		$1.21M Sell
72,509
-1,640
-2% -$25.5K ﹤0.01% 1530
2018
Q4 		$1.01M Buy
74,149
+23,033
+45% +$344K ﹤0.01% 1527
2018
Q3 		$812K Sell
51,116
-154
-0.3% -$2.34K ﹤0.01% 1836
2018
Q2 		$742K Buy
51,270
+1,819
+4% +$26K ﹤0.01% 1870
2018
Q1 		$688K Buy
49,451
+5,493
+12% +$79.5K ﹤0.01% 1877
2017
Q4 		$683K Buy
43,958
+891
+2% +$13.5K ﹤0.01% 1791
2017
Q3 		$635K Sell
43,067
-706
-2% -$9.9K ﹤0.01% 1762
2017
Q2 		$612K Buy
43,773
+7,985
+22% +$107K ﹤0.01% 1729
2017
Q1 		$464K Sell
35,788
-3,209
-8% -$40.7K ﹤0.01% 1871
2016
Q4 		$462K Buy
38,997
+6,177
+19% +$75.3K ﹤0.01% 1812
2016
Q3 		$413K Buy
32,820
+3,459
+12% +$42.4K ﹤0.01% 1880
2016
Q2 		$354K Sell
29,361
-28,072
-49% -$336K ﹤0.01% 1950
2016
Q1 		$661K Sell
57,433
-6,615
-10% -$71.3K ﹤0.01% 1970
2015
Q4 		$683K Buy
64,048
+31,455
+97% +$369K ﹤0.01% 1977
2015
Q3 		$373K Buy
32,593
+2,141
+7% +$25K ﹤0.01% 2043
2015
Q2 		$381K Sell
30,452
-605
-2% -$7.7K ﹤0.01% 2109
2015
Q1 		$388K Buy
31,057
+3,861
+14% +$47.9K ﹤0.01% 2033
2014
Q4 		$319K Sell
27,196
-162
-0.6% -$1.82K ﹤0.01% 2101
2014
Q3 		$287K Sell
27,358
-28,614
-51% -$308K ﹤0.01% 2205
2014
Q2 		$577K Buy
55,972
+543
+1% +$5.43K ﹤0.01% 1708
2014
Q1 		$530K Buy
55,429
+29,314
+112% +$267K ﹤0.01% 1695
2013
Q4 		$237K Sell
26,115
-13
-0% -$118 ﹤0.01% 2304
2013
Q3 		$238K Buy
+26,128
New +$223K ﹤0.01% 2191

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

LPL Financial's BN Position: Q2 2026 in Review

LPL Financial increased its Brookfield (BN) stake by 7.4% in Q2 2026, buying an estimated $1.49M and bringing the position to 481,772 shares worth $20.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

LPL Financial first reported a position in BN in Q3 2013 and has held it in 52 quarters since. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • LPL Financial held 481,772 shares of Brookfield worth $20.5M as of Q2 2026.
  • LPL Financial bought 33,380 Brookfield shares in Q2 2026, an estimated $1.49M.
  • Brookfield made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1553 holding.
  • LPL Financial first reported a position in Brookfield in Q3 2013 and has held it in 52 quarters since.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.