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Moody Lynn & Lieberson’s Brookfield BN Stock Holding History

Moody Lynn & Lieberson’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 		$392K Buy
9,200
+788
+9% +$35.2K 0.02% 194
2026
Q1 		$340K Buy
8,412
+750
+10% +$33.2K 0.02% 203
2025
Q4 		$352K Buy
7,662
+7
+0.1% +$319 0.02% 202
2025
Q3 		$350K Hold
7,655
– – 0.02% 202
2025
Q2 		$316K Sell
7,655
-400
-5% -$14.8K 0.02% 212
2025
Q1 		$281K Hold
8,055
– – 0.02% 210
2024
Q4 		$309K Sell
8,055
-825
-9% -$31.1K 0.02% 202
2024
Q3 		$315K Buy
+8,880
New +$280K 0.02% 205

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Moody Lynn & Lieberson's BN Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Brookfield (BN) stake by 9.4% in Q2 2026, buying an estimated $35.2K and bringing the position to 9,200 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #194.

Moody Lynn & Lieberson first reported a position in BN in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Moody Lynn & Lieberson held 9,200 shares of Brookfield worth $392K as of Q2 2026.
  • Moody Lynn & Lieberson bought 788 Brookfield shares in Q2 2026, an estimated $35.2K.
  • Brookfield made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #194 holding.
  • Moody Lynn & Lieberson first reported a position in Brookfield in Q3 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.