Root Financial Partners
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Root Financial Partners’s Brookfield BN Stock Holding History

Root Financial Partners’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
Q3 		$9.22K Buy
+253
New +$10.4K ﹤0.01% 1952
2026
Q2 		– Sell
-262
Closed -$10.6K – 781
2026
Q1 		$10.6K Buy
262
+14
+6% +$620 ﹤0.01% 1663
2025
Q4 		$11.4K Sell
248
-216
-47% -$9.8K ﹤0.01% 1445
2025
Q3 		$21.2K Buy
+464
New +$20.6K ﹤0.01% 1089

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Root Financial Partners's BN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brookfield (BN) in Q3 2026: 253 shares worth $9.22K. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BN as recently as Q1 2026.

Root Financial Partners first reported a position in BN in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q3 2025. 759 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Root Financial Partners held 253 shares of Brookfield worth $9.22K as of Q3 2026.
  • Brookfield was a new Root Financial Partners position in Q3 2026.
  • Brookfield made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1952 holding.
  • Root Financial Partners first reported a position in Brookfield in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Brookfield position peaked at $21.2K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.