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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
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

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

Tactive Advisors's BN Position: Q2 2026 in Review

Tactive Advisors increased its Brookfield (BN) stake by 12% in Q2 2026, buying an estimated $48.3K and bringing the position to 9,829 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #167.

Tactive Advisors first reported a position in BN in Q2 2025 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Tactive Advisors held 9,829 shares of Brookfield worth $419K as of Q2 2026.
  • Tactive Advisors bought 1,080 Brookfield shares in Q2 2026, an estimated $48.3K.
  • Brookfield made up 0.1% of Tactive Advisors's portfolio in Q2 2026, its #167 holding.
  • Tactive Advisors first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.