Triangle Securities Wealth Management’s Brookfield BN Stock Holding History

Triangle Securities Wealth Management’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	$5.89M	Buy	161,419 +4,090	+3%	+$169K	1.13%	23
2026 Q2	$6.7M	Buy	157,329 +2,624	+2%	+$117K	1.33%	18
2026 Q1	$6.26M	Buy	154,705 +5,579	+4%	+$247K	1.42%	16
2025 Q4	$6.84M	Buy	149,126 +447	+0.3%	+$20.4K	1.44%	17
2025 Q3	$6.8M	Buy	148,679 +2,475	+2%	+$110K	1.54%	16
2025 Q2	$6.03M	Buy	146,204 +2,798	+2%	+$104K	1.48%	17
2025 Q1	$5.01M	Buy	143,406 +8,200	+6%	+$310K	1.29%	19
2024 Q4	$5.18M	Buy	135,206 +13,572	+11%	+$511K	1.33%	18
2024 Q3	$4.31M	Buy	121,634 +67,172	+123%	+$2.12M	1.11%	22
2024 Q2	$1.51M	Buy	+54,462	New	+$1.52M	0.43%	66
2013 Q3	–	Sell	-4,378	Closed	-$37K	–	149
2013 Q2	$37K	Buy	+4,378	New	+$37.5K	0.03%	296

Other funds holding BN

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Triangle Securities Wealth Management's BN Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its Brookfield (BN) stake by 2.6% in Q3 2026, buying an estimated $169K and bringing the position to 161,419 shares worth $5.89M. The position accounts for 1.13% of the portfolio, ranked #23.

Triangle Securities Wealth Management first reported a position in BN in Q2 2013 and has held it in 11 quarters since. The position peaked at $6.84M in Q4 2025. 171 funds tracked by Wall St. Rank hold BN as of Q3 2026.

Triangle Securities Wealth Management held 161,419 shares of Brookfield worth $5.89M as of Q3 2026.
Triangle Securities Wealth Management bought 4,090 Brookfield shares in Q3 2026, an estimated $169K.
Brookfield made up 1.13% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #23 holding.
Triangle Securities Wealth Management first reported a position in Brookfield in Q2 2013 and has held it in 11 quarters since.
Triangle Securities Wealth Management's Brookfield position peaked at $6.84M in Q4 2025.
171 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.