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Pictet North America Advisors’s Brookfield BN Stock Holding History

Pictet North America 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 		$19.8M Buy
464,597
+20,563
+5% +$919K 1.75% 19
2026
Q1 		$17.9M Buy
444,034
+38,375
+9% +$1.7M 1.78% 18
2025
Q4 		$18.7M Buy
+405,659
New +$18.5M 1.77% 19
2015
Q3 		– Sell
-42,714
Closed -$524K – 86
2015
Q2 		$524K Buy
+42,714
New +$544K 0.19% 31

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pictet North America Advisors's BN Position: Q2 2026 in Review

Pictet North America Advisors increased its Brookfield (BN) stake by 4.6% in Q2 2026, buying an estimated $919K and bringing the position to 464,597 shares worth $19.8M. The position accounts for 1.75% of the portfolio, ranked #19.

Pictet North America Advisors first reported a position in BN in Q2 2015 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Pictet North America Advisors held 464,597 shares of Brookfield worth $19.8M as of Q2 2026.
  • Pictet North America Advisors bought 20,563 Brookfield shares in Q2 2026, an estimated $919K.
  • Brookfield made up 1.75% of Pictet North America Advisors's portfolio in Q2 2026, its #19 holding.
  • Pictet North America Advisors first reported a position in Brookfield in Q2 2015 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.