Morton Brown Family Wealth’s Brookfield BN Stock Holding History

Morton Brown Family Wealth’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	$1.28K	Hold	30	–	–	﹤0.01%	288
2026 Q1	$1.21K	Hold	30	–	–	﹤0.01%	264
2025 Q4	$1.38K	Buy	+30	New	+$1.37K	﹤0.01%	265

Other funds holding BN

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

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

Morton Brown Family Wealth's BN Position: Q2 2026 in Review

Morton Brown Family Wealth held its Brookfield (BN) position steady in Q2 2026 at 30 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Morton Brown Family Wealth first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38K in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Morton Brown Family Wealth held 30 shares of Brookfield worth $1.28K as of Q2 2026.
Morton Brown Family Wealth left its Brookfield share count unchanged in Q2 2026.
Brookfield made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #288 holding.
Morton Brown Family Wealth first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
Morton Brown Family Wealth's Brookfield position peaked at $1.38K in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.