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Tactive Advisors’s Brookfield BN Stock Holding History

Tactive 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
Q3 		$382K Buy
10,466
+637
+6% +$26.3K 0.09% 191
2026
Q2 		$419K Buy
9,829
+1,080
+12% +$48.3K 0.1% 167
2026
Q1 		$354K Buy
8,749
+1,597
+22% +$70.8K 0.1% 181
2025
Q4 		$328K Buy
7,152
+133
+2% +$6.07K 0.1% 185
2025
Q3 		$321K Buy
7,019
+1,170
+20% +$51.8K 0.09% 189
2025
Q2 		$241K Buy
+5,849
New +$217K 0.08% 195

Other funds holding BN

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

Tactive Advisors's BN Position: Q3 2026 in Review

Tactive Advisors increased its Brookfield (BN) stake by 6.5% in Q3 2026, buying an estimated $26.3K and bringing the position to 10,466 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #191.

Tactive Advisors first reported a position in BN in Q2 2025 and has held it in 6 quarters since. The position peaked at $419K in Q2 2026. 67 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Tactive Advisors held 10,466 shares of Brookfield worth $382K as of Q3 2026.
  • Tactive Advisors bought 637 Brookfield shares in Q3 2026, an estimated $26.3K.
  • Brookfield made up 0.09% of Tactive Advisors's portfolio in Q3 2026, its #191 holding.
  • Tactive Advisors first reported a position in Brookfield in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Brookfield position peaked at $419K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.