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Sowell Financial Services’s Brookfield BN Stock Holding History

Sowell Financial Services’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 		$5.2M Buy
122,009
+17,409
+17% +$778K 0.17% 129
2026
Q1 		$4.23M Buy
104,600
+47,681
+84% +$2.11M 0.16% 137
2025
Q4 		$2.61M Buy
56,919
+6,870
+14% +$313K 0.1% 216
2025
Q3 		$2.29M Buy
50,049
+18
+0% +$798 0.09% 251
2025
Q2 		$2.06M Buy
50,031
+12,939
+35% +$479K 0.08% 255
2025
Q1 		$1.3M Buy
37,092
+2,469
+7% +$93.3K 0.06% 321
2024
Q4 		$1.33M Sell
34,623
-611
-2% -$23K 0.07% 269
2024
Q3 		$1.25M Buy
35,234
+150
+0.4% +$4.73K 0.06% 312
2024
Q2 		$972K Buy
35,084
+1,037
+3% +$28.9K 0.05% 333
2024
Q1 		$950K Sell
34,047
-309
-0.9% -$8.33K 0.04% 352
2023
Q4 		$919K Sell
34,356
-162
-0.5% -$3.68K 0.05% 341
2023
Q3 		$720K Buy
34,518
+3,352
+11% +$75.5K 0.05% 356
2023
Q2 		$699K Buy
31,166
+1,713
+6% +$36.3K 0.04% 410
2023
Q1 		$640K Buy
29,453
+14,118
+92% +$318K 0.05% 392
2022
Q4 		$322K Buy
+15,335
New +$344K 0.02% 475
2021
Q2 		– Sell
-12,937
Closed -$317K – 804
2021
Q1 		$317K Buy
12,937
+5,994
+86% +$134K 0.01% 823
2020
Q4 		$153K Sell
6,943
-275
-4% -$5.5K 0.01% 964
2020
Q3 		$128K Sell
7,218
-1,026
-12% -$18.3K 0.01% 886
2020
Q2 		$145K Sell
8,244
-11,028
-57% -$194K 0.01% 844
2020
Q1 		$304K Buy
19,272
+17,016
+754% +$350K 0.02% 536
2019
Q4 		$47K Sell
2,256
-454
-17% -$9.05K ﹤0.01% 1163
2019
Q3 		$51K Buy
+2,710
New +$49.1K ﹤0.01% 990

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

Sowell Financial Services's BN Position: Q2 2026 in Review

Sowell Financial Services increased its Brookfield (BN) stake by 17% in Q2 2026, buying an estimated $778K and bringing the position to 122,009 shares worth $5.2M. The position accounts for 0.17% of the portfolio, ranked #129.

Sowell Financial Services first reported a position in BN in Q3 2019 and has held it in 22 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Sowell Financial Services held 122,009 shares of Brookfield worth $5.2M as of Q2 2026.
  • Sowell Financial Services bought 17,409 Brookfield shares in Q2 2026, an estimated $778K.
  • Brookfield made up 0.17% of Sowell Financial Services's portfolio in Q2 2026, its #129 holding.
  • Sowell Financial Services first reported a position in Brookfield in Q3 2019 and has held it in 22 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.