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

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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. 292 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.
292 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.