Meadow Creek Wealth Advisors’s Brookfield BN Stock Holding History

Meadow Creek 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
2026 Q2	$323K	Sell	7,575 -2,733	-27%	-$122K	0.2%	97
2026 Q1	$417K	Buy	10,308 +234	+2%	+$10.4K	0.27%	78
2025 Q4	$462K	Sell	10,074 -6,305	-38%	-$287K	0.3%	68
2025 Q3	$481K	Buy	16,379 +6,581	+67%	+$292K	0.32%	63
2025 Q2	$404K	Sell	9,798 -323	-3%	-$12K	0.27%	76
2025 Q1	$354K	Sell	10,121 -15	-0.1%	-$567	0.26%	84
2024 Q4	$388K	Sell	10,136 -1,120	-10%	-$42.2K	0.28%	76
2024 Q3	$399K	Sell	11,256 -546	-5%	-$17.2K	0.32%	75
2024 Q2	$327K	Sell	11,802 -1,238	-9%	-$34.5K	0.31%	85
2024 Q1	$364K	Sell	13,040 -709	-5%	-$19.1K	0.25%	89
2023 Q4	$368K	Buy	+13,749	New	+$312K	0.36%	67
2022 Q3	$298K	Sell	13,514 -488	-3%	-$12.6K	0.39%	68
2022 Q2	$336K	Sell	14,002 -601	-4%	-$16.1K	0.41%	64
2022 Q1	$445K	Sell	14,603 -2,087	-13%	-$62.4K	0.48%	60
2021 Q4	$543K	Buy	+16,690	New	+$528K	0.51%	43

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Meadow Creek Wealth Advisors's BN Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Brookfield (BN) stake by 27% in Q2 2026, selling an estimated $122K and leaving 7,575 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #97.

Meadow Creek Wealth Advisors first reported a position in BN in Q4 2021 and has held it in 15 quarters since. The position peaked at $543K in Q4 2021. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Meadow Creek Wealth Advisors held 7,575 shares of Brookfield worth $323K as of Q2 2026.
Meadow Creek Wealth Advisors sold 2,733 Brookfield shares in Q2 2026, an estimated $122K.
Brookfield made up 0.2% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Meadow Creek Wealth Advisors first reported a position in Brookfield in Q4 2021 and has held it in 15 quarters since.
Meadow Creek Wealth Advisors's Brookfield position peaked at $543K in Q4 2021.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.