Mount Yale Investment Advisors’s Brookfield BN Stock Holding History

Mount Yale Investment 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	$929K	Buy	21,791 +895	+4%	+$40K	0.02%	601
2026 Q1	$845K	Sell	20,896 -2,482	-11%	-$110K	0.02%	565
2025 Q4	$1.07M	Buy	23,378 +12,050	+106%	+$549K	0.05%	301
2025 Q3	$518K	Buy	11,328 +10,965	+3,021%	+$486K	0.04%	412
2025 Q2	$14.9K	Buy	+363	New	+$13.5K	﹤0.01%	1086
2018 Q4	–	Sell	-1,118	Closed	-$17K	–	370
2018 Q3	$17K	Sell	1,118 -1,643	-60%	-$25K	﹤0.01%	810
2018 Q2	$40K	Hold	2,761	–	–	0.01%	671
2018 Q1	$38K	Buy	+2,761	New	+$40K	0.01%	670

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

Mount Yale Investment Advisors's BN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Brookfield (BN) stake by 4.3% in Q2 2026, buying an estimated $40K and bringing the position to 21,791 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #601.

Mount Yale Investment Advisors first reported a position in BN in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 944 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Mount Yale Investment Advisors held 21,791 shares of Brookfield worth $929K as of Q2 2026.
Mount Yale Investment Advisors bought 895 Brookfield shares in Q2 2026, an estimated $40K.
Brookfield made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #601 holding.
Mount Yale Investment Advisors first reported a position in Brookfield in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Brookfield position peaked at $1.07M in Q4 2025.
944 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.