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LRI Investments’s Brookfield BN Stock Holding History

LRI Investments’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 		$1.02K Buy
+24
New +$1.07K ﹤0.01% 1372

Other funds holding BN

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

LRI Investments's BN Position: Q2 2026 in Review

LRI Investments opened a new position in Brookfield (BN) in Q2 2026: 24 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

355 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • LRI Investments held 24 shares of Brookfield worth $1.02K as of Q2 2026.
  • Brookfield was a new LRI Investments position in Q2 2026.
  • Brookfield made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1372 holding.
  • 355 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.