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 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 $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mount Yale Investment Advisors's BN Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Brookfield (BN) stake by 11% in Q1 2026, selling an estimated $110K and leaving 20,896 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #565.

Mount Yale Investment Advisors first reported a position in BN in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Mount Yale Investment Advisors held 20,896 shares of Brookfield worth $845K as of Q1 2026.
Mount Yale Investment Advisors sold 2,482 Brookfield shares in Q1 2026, an estimated $110K.
Brookfield made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #565 holding.
Mount Yale Investment Advisors first reported a position in Brookfield in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Brookfield position peaked at $1.07M in Q4 2025.
915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.