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Sunrise Financial Services’s Brookfield BN Stock Holding History

Sunrise 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 		$3.19K Hold
75
– – ﹤0.01% 334
2026
Q1 		$3.04K Hold
75
– – ﹤0.01% 340
2025
Q4 		$3.44K Buy
+75
New +$3.42K ﹤0.01% 288

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

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

Sunrise Financial Services held its Brookfield (BN) position steady in Q2 2026 at 75 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Sunrise Financial Services first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.44K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Sunrise Financial Services held 75 shares of Brookfield worth $3.19K as of Q2 2026.
  • Sunrise Financial Services left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #334 holding.
  • Sunrise Financial Services first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Brookfield position peaked at $3.44K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.