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S Harris Financial Group’s Brookfield BN Stock Holding History

S Harris Financial Group’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 		$200K Buy
+4,707
New +$210K 0.16% 120
2026
Q1 		– Sell
-4,478
Closed -$205K – 109
2025
Q4 		$205K Buy
+4,478
New +$204K 0.2% 86

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

S Harris Financial Group's BN Position: Q2 2026 in Review

S Harris Financial Group opened a new position in Brookfield (BN) in Q2 2026: 4,707 shares worth $200K. The stake represents 0.16% of the portfolio and ranks #120 among its holdings. This is a return to the name: S Harris Financial Group previously reported a position in BN as recently as Q4 2025.

S Harris Financial Group first reported a position in BN in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 939 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • S Harris Financial Group held 4,707 shares of Brookfield worth $200K as of Q2 2026.
  • Brookfield was a new S Harris Financial Group position in Q2 2026.
  • Brookfield made up 0.16% of S Harris Financial Group's portfolio in Q2 2026, its #120 holding.
  • S Harris Financial Group first reported a position in Brookfield in Q4 2025 and has held it in 2 quarters since.
  • S Harris Financial Group's Brookfield position peaked at $205K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.