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Sequoia Financial Advisors’s Brookfield BN Stock Holding History

Sequoia Financial 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
Q1 		$49.1M Buy
1,212,503
+16,850
+1% +$747K 0.28% 65
2025
Q4 		$54.9M Sell
1,195,653
-4,755
-0.4% -$217K 0.31% 62
2025
Q3 		$54.9M Sell
1,200,408
-6,771
-0.6% -$300K 0.33% 63
2025
Q2 		$49.8M Sell
1,207,179
-3,408
-0.3% -$126K 0.34% 63
2025
Q1 		$42.3M Sell
1,210,587
-168,438
-12% -$6.37M 0.33% 66
2024
Q4 		$52.8M Buy
1,379,025
+214,506
+18% +$8.08M 0.51% 38
2024
Q3 		$41.3M Buy
1,164,519
+1,137,114
+4,149% +$35.9M 0.44% 51
2024
Q2 		$759K Buy
27,405
+3,582
+15% +$99.8K 0.01% 560
2024
Q1 		$665K Buy
23,823
+1,054
+5% +$28.4K 0.01% 594
2023
Q4 		$609K Buy
22,769
+3,566
+19% +$81K 0.01% 681
2023
Q3 		$400K Buy
19,203
+2,784
+17% +$62.7K 0.01% 579
2023
Q2 		$368K Buy
16,419
+1,939
+13% +$41.1K 0.01% 620
2023
Q1 		$315K Buy
14,480
+276
+2% +$6.22K 0.01% 607
2022
Q4 		$298K Buy
+14,204
New +$318K 0.01% 584
2022
Q3 		– Sell
-11,500
Closed -$276K – 537
2022
Q2 		$276K Buy
11,500
+334
+3% +$8.93K 0.01% 464
2022
Q1 		$340K Buy
+11,166
New +$334K 0.01% 459

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return