Raffa Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.37K | Buy |
173
+28
| +19% | +$1.25K | ﹤0.01% | 501 |
|
|
2026
Q1 | $5.87K | Hold |
145
| – | – | ﹤0.01% | 495 |
|
|
2025
Q4 | $6.65K | Sell |
145
-1
| -0.7% | -$46 | ﹤0.01% | 461 |
|
|
2025
Q3 | $6.65K | Buy |
146
+86
| +143% | +$3.81K | ﹤0.01% | 430 |
|
|
2025
Q2 | $2.47K | Hold |
60
| – | – | ﹤0.01% | 643 |
|
|
2025
Q1 | $2.1K | Sell |
60
-32
| -35% | -$1.21K | ﹤0.01% | 619 |
|
|
2024
Q4 | $3.5K | Hold |
92
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $3.24K | Sell |
92
-3,202
| -97% | -$101K | ﹤0.01% | 516 |
|
|
2024
Q2 | $91.2K | Hold |
3,294
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $91.9K | Buy |
3,294
+3,202
| +3,480% | +$86.3K | 0.03% | 154 |
|
|
2023
Q4 | $2.45K | Hold |
92
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $1.91K | Buy |
92
+63
| +217% | +$1.42K | ﹤0.01% | 601 |
|
|
2023
Q2 | $639 | Hold |
29
| – | – | ﹤0.01% | 914 |
|
|
2023
Q1 | $619 | Hold |
29
| – | – | ﹤0.01% | 916 |
|
|
2022
Q4 | $598 | Sell |
29
-6
| -17% | -$135 | ﹤0.01% | 916 |
|
|
2022
Q3 | $777 | Hold |
35
| – | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $845 | Hold |
35
| – | – | ﹤0.01% | 866 |
|
|
2022
Q1 | $1.07K | Hold |
35
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $1.15K | Hold |
35
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $1.02K | Hold |
35
| – | – | ﹤0.01% | 815 |
|
|
2021
Q2 | $969 | Sell |
35
-1
| -3% | -$26 | ﹤0.01% | 842 |
|
|
2021
Q1 | $846 | Buy |
+36
| New | +$803 | ﹤0.01% | 887 |
|
|
2017
Q1 | – | Sell |
-59
| Closed | -$693 | – | 442 |
|
|
2016
Q4 | $693 | Hold |
59
| – | – | ﹤0.01% | 585 |
|
|
2016
Q3 | $739 | Hold |
59
| – | – | ﹤0.01% | 529 |
|
|
2016
Q2 | $694 | Sell |
59
-1
| -2% | -$12 | ﹤0.01% | 524 |
|
|
2016
Q1 | $731 | Hold |
60
| – | – | ﹤0.01% | 512 |
|
|
2015
Q4 | $662 | Hold |
60
| – | – | ﹤0.01% | 540 |
|
|
2015
Q3 | $660 | Hold |
60
| – | – | ﹤0.01% | 532 |
|
|
2015
Q2 | $734 | Hold |
60
| – | – | ﹤0.01% | 491 |
|
|
2015
Q1 | $751 | Hold |
60
| – | – | ﹤0.01% | 492 |
|
|
2014
Q4 | $702 | Hold |
60
| – | – | ﹤0.01% | 490 |
|
|
2014
Q3 | $629 | Buy |
+60
| New | +$646 | ﹤0.01% | 492 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$702 | – | 333 |
|
|
2013
Q4 | $702 | Buy |
+60
| New | +$546 | ﹤0.01% | 490 |
|
Other funds holding BN
PVI
BC
Raffa Wealth Management's BN Position: Q2 2026 in Review
Raffa Wealth Management increased its Brookfield (BN) stake by 19% in Q2 2026, buying an estimated $1.25K and bringing the position to 173 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #501.
Raffa Wealth Management first reported a position in BN in Q4 2013 and has held it in 33 quarters since. The position peaked at $91.9K in Q1 2024. 898 funds tracked by Wall St. Rank hold BN as of Q2 2026.
- Raffa Wealth Management held 173 shares of Brookfield worth $7.37K as of Q2 2026.
- Raffa Wealth Management bought 28 Brookfield shares in Q2 2026, an estimated $1.25K.
- Brookfield made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #501 holding.
- Raffa Wealth Management first reported a position in Brookfield in Q4 2013 and has held it in 33 quarters since.
- Raffa Wealth Management's Brookfield position peaked at $91.9K in Q1 2024.
- 898 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.