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Pure Financial Advisors’s Brookfield BN Stock Holding History

Pure Financial 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 		$379K Sell
8,910
-598
-6% -$26.7K ﹤0.01% 434
2026
Q1 		$385K Buy
9,508
+770
+9% +$34.1K 0.01% 393
2025
Q4 		$401K Buy
8,738
+123
+1% +$5.61K 0.01% 358
2025
Q3 		$394K Hold
8,615
– – 0.01% 352
2025
Q2 		$355K Sell
8,615
-51
-0.6% -$1.89K 0.01% 355
2025
Q1 		$303K Buy
8,666
+111
+1% +$4.2K 0.01% 312
2024
Q4 		$328K Hold
8,555
– – 0.01% 275
2024
Q3 		$303K Hold
8,555
– – 0.01% 275
2024
Q2 		$237K Hold
8,555
– – 0.01% 290
2024
Q1 		$239K Sell
8,555
-1,014
-11% -$27.3K 0.01% 278
2023
Q4 		$256K Buy
+9,569
New +$217K 0.01% 261
2023
Q3 		– Sell
-9,728
Closed -$218K – 263
2023
Q2 		$218K Buy
9,728
+159
+2% +$3.37K 0.01% 240
2023
Q1 		$208K Hold
9,569
– – 0.01% 242
2022
Q4 		$201K Sell
9,569
-2,317
-19% -$51.9K 0.01% 235
2022
Q3 		$262K Hold
11,886
– – 0.02% 191
2022
Q2 		$285K Hold
11,886
– – 0.02% 194
2022
Q1 		$362K Buy
11,886
+1,254
+12% +$37.5K 0.02% 169
2021
Q4 		$346K Sell
10,632
-186
-2% -$5.88K 0.02% 154
2021
Q3 		$312K Buy
10,818
+236
+2% +$6.89K 0.02% 152
2021
Q2 		$291K Sell
10,582
-74
-0.7% -$1.9K 0.02% 159
2021
Q1 		$254K Hold
10,656
– – 0.03% 162
2020
Q4 		$235K Buy
+10,656
New +$213K 0.03% 161
2020
Q1 		– Sell
-10,656
Closed -$220K – 129
2019
Q4 		$220K Hold
10,656
– – 0.04% 129
2019
Q3 		$202K Buy
+10,656
New +$193K 0.04% 127

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

Pure Financial Advisors's BN Position: Q2 2026 in Review

Pure Financial Advisors reduced its Brookfield (BN) stake by 6.3% in Q2 2026, selling an estimated $26.7K and leaving 8,910 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Pure Financial Advisors first reported a position in BN in Q3 2019 and has held it in 24 quarters since. The position peaked at $401K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Pure Financial Advisors held 8,910 shares of Brookfield worth $379K as of Q2 2026.
  • Pure Financial Advisors sold 598 Brookfield shares in Q2 2026, an estimated $26.7K.
  • Brookfield made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #434 holding.
  • Pure Financial Advisors first reported a position in Brookfield in Q3 2019 and has held it in 24 quarters since.
  • Pure Financial Advisors's Brookfield position peaked at $401K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.