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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
Q2 		$50.5M Sell
1,185,621
-26,882
-2% -$1.2M 0.25% 69
2026
Q1 		$49.1M Buy
1,212,503
+16,850
+1% +$747K 0.27% 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 $9.8B 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

Sequoia Financial Advisors's BN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield (BN) stake by 2.2% in Q2 2026, selling an estimated $1.2M and leaving 1,185,621 shares worth $50.5M. The position accounts for 0.25% of the portfolio, ranked #69.

Sequoia Financial Advisors first reported a position in BN in Q1 2022 and has held it in 17 quarters since. The position peaked at $54.9M in Q3 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Sequoia Financial Advisors held 1,185,621 shares of Brookfield worth $50.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 26,882 Brookfield shares in Q2 2026, an estimated $1.2M.
  • Brookfield made up 0.25% of Sequoia Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Sequoia Financial Advisors first reported a position in Brookfield in Q1 2022 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's Brookfield position peaked at $54.9M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.