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Mosley Wealth Management’s Brookfield BN Stock Holding History

Mosley 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 		$1.41K Buy
33
+11
+50% +$492 ﹤0.01% 530
2026
Q1 		$1.51K Buy
+22
New +$975 ﹤0.01% 400

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

Mosley Wealth Management increased its Brookfield (BN) stake by 50% in Q2 2026, buying an estimated $492 and bringing the position to 33 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Mosley Wealth Management first reported a position in BN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.51K in Q1 2026. 498 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Mosley Wealth Management held 33 shares of Brookfield worth $1.41K as of Q2 2026.
  • Mosley Wealth Management bought 11 Brookfield shares in Q2 2026, an estimated $492.
  • Brookfield made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Mosley Wealth Management first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Brookfield position peaked at $1.51K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.