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Opal Wealth Advisors’s Brookfield BN Stock Holding History

Opal Wealth 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 		– Sell
-3,569
Closed -$144K – 276
2026
Q1 		$144K Buy
+3,569
New +$158K 0.03% 241
2025
Q4 		– Sell
-5,205
Closed -$238K – 208
2025
Q3 		$238K Buy
5,205
+387
+8% +$17.1K 0.07% 167
2025
Q2 		$199K Sell
4,818
-1,119
-19% -$41.5K 0.06% 195
2025
Q1 		$207K Sell
5,937
-911
-13% -$34.4K 0.06% 173
2024
Q4 		$262K Sell
6,848
-90
-1% -$3.39K 0.08% 145
2024
Q3 		$246K Sell
6,938
-958
-12% -$30.2K 0.08% 158
2024
Q2 		$219K Sell
7,896
-86
-1% -$2.4K 0.07% 160
2024
Q1 		$223K Buy
7,982
+59
+0.7% +$1.59K 0.08% 161
2023
Q4 		$212K Buy
+7,923
New +$180K 0.08% 162

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Opal Wealth Advisors's BN Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Brookfield (BN) in Q2 2026, closing a stake of 3,569 shares — an estimated $144K sold.

Opal Wealth Advisors first reported a position in BN in Q4 2023 and held it in 9 quarters. The position peaked at $262K in Q4 2024. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,569 Brookfield shares in Q2 2026, an estimated $144K.
  • Opal Wealth Advisors first reported a position in Brookfield in Q4 2023 and held it in 9 quarters.
  • Opal Wealth Advisors's Brookfield position peaked at $262K in Q4 2024.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.