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Prospera Financial Services’s Brookfield BN Stock Holding History

Prospera Financial Services’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 		$394K Sell
9,241
-1,472
-14% -$65.8K 0.01% 1138
2026
Q1 		$434K Sell
10,713
-1,013
-9% -$44.9K 0.01% 1055
2025
Q4 		$538K Sell
11,726
-124
-1% -$5.65K 0.01% 898
2025
Q3 		$542K Buy
11,850
+37
+0.3% +$1.64K 0.01% 906
2025
Q2 		$487K Buy
11,813
+2,315
+24% +$85.8K 0.01% 912
2025
Q1 		$332K Buy
9,498
+1,315
+16% +$49.7K 0.01% 949
2024
Q4 		$313K Buy
8,183
+489
+6% +$18.4K 0.01% 917
2024
Q3 		$273K Sell
7,694
-591
-7% -$18.7K 0.01% 954
2024
Q2 		$229K Buy
8,285
+176
+2% +$4.9K 0.01% 1023
2024
Q1 		$226K Buy
8,109
+348
+4% +$9.38K 0.01% 1001
2023
Q4 		$208K Buy
+7,761
New +$176K 0.01% 992
2022
Q2 		– Sell
-6,958
Closed -$212K – 1725
2022
Q1 		$212K Hold
6,958
– – 0.01% 871
2021
Q4 		$226K Hold
6,958
– – 0.01% 797
2021
Q3 		$201K Buy
+6,958
New +$203K 0.01% 760
2021
Q2 		– Sell
-11,211
Closed -$267K – 794
2021
Q1 		$267K Sell
11,211
-101
-0.9% -$2.25K 0.02% 648
2020
Q4 		$250K Buy
+11,312
New +$226K 0.02% 586
2020
Q3 		– Sell
-13,313
Closed -$234K – 1614
2020
Q2 		$234K Hold
13,313
– – 0.02% 506
2020
Q1 		$210K Sell
13,313
-2,102
-14% -$43.3K 0.02% 458
2019
Q4 		$318K Sell
15,415
-2,102
-12% -$41.9K 0.02% 472
2019
Q3 		$332K Sell
17,517
-1,401
-7% -$25.4K 0.03% 409
2019
Q2 		$323K Buy
+18,918
New +$320K 0.04% 385
2019
Q1 		– Sell
-18,918
Closed -$259K – 336
2018
Q4 		$259K Hold
18,918
– – 0.05% 316
2018
Q3 		$274K Hold
18,918
– – 0.05% 329
2018
Q2 		$274K Hold
18,918
– – 0.04% 367
2018
Q1 		$263K Sell
18,918
-8,916
-32% -$129K 0.04% 365
2017
Q4 		$432K Hold
27,834
– – 0.07% 244
2017
Q3 		$410K Hold
27,834
– – 0.06% 270
2017
Q2 		$389K Buy
27,834
+507
+2% +$6.82K 0.06% 261
2017
Q1 		$355K Hold
27,327
– – 0.06% 240
2016
Q4 		$322K Hold
27,327
– – 0.06% 257
2016
Q3 		$343K Hold
27,327
– – 0.07% 232
2016
Q2 		$322K Sell
27,327
-437
-2% -$5.23K 0.07% 235
2016
Q1 		$339K Hold
27,764
– – 0.08% 195
2015
Q4 		$307K Sell
27,764
-128
-0.5% -$1.5K 0.07% 192
2015
Q3 		$308K Hold
27,892
– – 0.08% 185
2015
Q2 		$342K Hold
27,892
– – 0.08% 183
2015
Q1 		$350K Hold
27,892
– – 0.08% 189
2014
Q4 		$327K Hold
27,892
– – 0.08% 194
2014
Q3 		$294K Hold
27,892
– – 0.08% 205
2014
Q2 		$287K Buy
27,892
+128
+0.5% +$1.28K 0.08% 198
2014
Q1 		$266K Hold
27,764
– – 0.08% 188
2013
Q4 		$252K Sell
27,764
-1,529
-5% -$13.9K 0.08% 191
2013
Q3 		$258K Buy
29,293
+265
+0.9% +$2.26K 0.1% 176
2013
Q2 		$245K Buy
+29,028
New +$249K 0.11% 181

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

Prospera Financial Services's BN Position: Q2 2026 in Review

Prospera Financial Services reduced its Brookfield (BN) stake by 14% in Q2 2026, selling an estimated $65.8K and leaving 9,241 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1138.

Prospera Financial Services first reported a position in BN in Q2 2013 and has held it in 44 quarters since. The position peaked at $542K in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Prospera Financial Services held 9,241 shares of Brookfield worth $394K as of Q2 2026.
  • Prospera Financial Services sold 1,472 Brookfield shares in Q2 2026, an estimated $65.8K.
  • Brookfield made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1138 holding.
  • Prospera Financial Services first reported a position in Brookfield in Q2 2013 and has held it in 44 quarters since.
  • Prospera Financial Services's Brookfield position peaked at $542K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.