Modern Wealth Management’s Brookfield BN Stock Holding History

Modern Wealth Management’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	$501K	Buy	11,758 +553	+5%	+$24.7K	0.01%	719
2026 Q1	$456K	Sell	11,205 -623	-5%	-$27.6K	0.01%	598
2025 Q4	$543K	Sell	11,828 -295	-2%	-$13.5K	0.01%	515
2025 Q3	$554K	Buy	12,123 +33	+0.3%	+$1.46K	0.01%	486
2025 Q2	$499K	Buy	12,090 +138	+1%	+$5.11K	0.01%	481
2025 Q1	$418K	Hold	11,952	–	–	0.01%	455
2024 Q4	$458K	Buy	+11,952	New	+$450K	0.02%	377

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

Modern Wealth Management's BN Position: Q2 2026 in Review

Modern Wealth Management increased its Brookfield (BN) stake by 4.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 11,758 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #719.

Modern Wealth Management first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q3 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Modern Wealth Management held 11,758 shares of Brookfield worth $501K as of Q2 2026.
Modern Wealth Management bought 553 Brookfield shares in Q2 2026, an estimated $24.7K.
Brookfield made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #719 holding.
Modern Wealth Management first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Brookfield position peaked at $554K in Q3 2025.
941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.