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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
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% -$9.85K ﹤0.01% 1445
2025
Q3 		$21.2K Buy
+464
New +$20.6K ﹤0.01% 1089

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
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

Root Financial Partners's BN Position: Q2 2026 in Review

Root Financial Partners sold out of Brookfield (BN) in Q2 2026, closing a stake of 262 shares — an estimated $10.6K sold.

Root Financial Partners first reported a position in BN in Q3 2025 and held it in 3 quarters. The position peaked at $21.2K in Q3 2025. 309 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Root Financial Partners reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 262 Brookfield shares in Q2 2026, an estimated $10.6K.
  • Root Financial Partners first reported a position in Brookfield in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Brookfield position peaked at $21.2K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.