Scarborough Advisors’s Brookfield BN Stock Holding History

Scarborough 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	–	Sell	-352	Closed	-$14.2K	–	212
2026 Q1	$14.2K	Hold	352	–	–	﹤0.01%	389
2025 Q4	$16.2K	Sell	352 -1	-0.3%	-$46	﹤0.01%	226
2025 Q3	$16.1K	Hold	353	–	–	﹤0.01%	222
2025 Q2	$14.5K	Buy	+353	New	+$13.1K	﹤0.01%	221
2024 Q3	–	Sell	-353	Closed	-$9.76K	–	166
2024 Q2	$9.76K	Hold	353	–	–	﹤0.01%	208
2024 Q1	$9.84K	Hold	353	–	–	﹤0.01%	204
2023 Q4	$9.43K	Buy	+353	New	+$8.01K	﹤0.01%	386

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Scarborough Advisors's BN Position: Q2 2026 in Review

Scarborough Advisors sold out of Brookfield (BN) in Q2 2026, closing a stake of 352 shares — an estimated $14.2K sold.

Scarborough Advisors first reported a position in BN in Q4 2023 and held it in 7 quarters. The position peaked at $16.2K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Scarborough Advisors reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 352 Brookfield shares in Q2 2026, an estimated $14.2K.
Scarborough Advisors first reported a position in Brookfield in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Brookfield position peaked at $16.2K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.