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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Triangle Securities Wealth Management's BN Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Brookfield (BN) stake by 1.7% in Q2 2026, buying an estimated $117K and bringing the position to 157,329 shares worth $6.7M. The position accounts for 1.33% of the portfolio, ranked #18.

Triangle Securities Wealth Management first reported a position in BN in Q2 2013 and has held it in 10 quarters since. The position peaked at $6.84M in Q4 2025. 123 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Triangle Securities Wealth Management held 157,329 shares of Brookfield worth $6.7M as of Q2 2026.
Triangle Securities Wealth Management bought 2,624 Brookfield shares in Q2 2026, an estimated $117K.
Brookfield made up 1.33% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #18 holding.
Triangle Securities Wealth Management first reported a position in Brookfield in Q2 2013 and has held it in 10 quarters since.
Triangle Securities Wealth Management's Brookfield position peaked at $6.84M in Q4 2025.
123 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.