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New England Professional Planning Group’s Brookfield BN Stock Holding History

New England Professional Planning Group’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 		$287K Hold
6,750
– – 0.11% 39
2026
Q1 		$273K Hold
6,750
– – 0.11% 33
2025
Q4 		$310K Hold
6,750
– – 0.13% 31
2025
Q3 		$309K Hold
6,750
– – 0.14% 30
2025
Q2 		$278K Hold
6,750
– – 0.13% 36
2025
Q1 		$236K Hold
6,750
– – 0.12% 43
2024
Q4 		$259K Hold
6,750
– – 0.13% 37
2024
Q3 		$239K Buy
+6,750
New +$213K 0.12% 41

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $3.78B AUM 15.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

New England Professional Planning Group's BN Position: Q2 2026 in Review

New England Professional Planning Group held its Brookfield (BN) position steady in Q2 2026 at 6,750 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #39.

New England Professional Planning Group first reported a position in BN in Q3 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2025. 431 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • New England Professional Planning Group held 6,750 shares of Brookfield worth $287K as of Q2 2026.
  • New England Professional Planning Group left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.11% of New England Professional Planning Group's portfolio in Q2 2026, its #39 holding.
  • New England Professional Planning Group first reported a position in Brookfield in Q3 2024 and has held it in 8 quarters since.
  • New England Professional Planning Group's Brookfield position peaked at $310K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.