TFA
BN icon

Transamerica Financial Advisors’s Brookfield BN Stock Holding History

Transamerica 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 		$4.05K Buy
95
+15
+19% +$671 ﹤0.01% 1172
2026
Q1 		$3.24K Buy
+80
New +$3.55K ﹤0.01% 1119

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

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

Transamerica Financial Advisors increased its Brookfield (BN) stake by 19% in Q2 2026, buying an estimated $671 and bringing the position to 95 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Transamerica Financial Advisors first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Transamerica Financial Advisors held 95 shares of Brookfield worth $4.05K as of Q2 2026.
  • Transamerica Financial Advisors bought 15 Brookfield shares in Q2 2026, an estimated $671.
  • Brookfield made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1172 holding.
  • Transamerica Financial Advisors first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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