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 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 $9.34B 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 $187B AUM 18.48% 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

Opal Wealth Advisors's BN Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Brookfield (BN) in Q1 2026: 3,569 shares worth $144K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in BN as recently as Q3 2025.

Opal Wealth Advisors first reported a position in BN in Q4 2023 and has held it in 9 quarters since. The position peaked at $262K in Q4 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Opal Wealth Advisors held 3,569 shares of Brookfield worth $144K as of Q1 2026.
Brookfield was a new Opal Wealth Advisors position in Q1 2026.
Brookfield made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #241 holding.
Opal Wealth Advisors first reported a position in Brookfield in Q4 2023 and has held it in 9 quarters since.
Opal Wealth Advisors's Brookfield position peaked at $262K in Q4 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.