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Triumph Capital Management’s Brookfield BN Stock Holding History

Triumph Capital 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 		$2.21K Hold
52
– – ﹤0.01% 1556
2026
Q1 		$2.1K Buy
52
+41
+373% +$1.82K ﹤0.01% 1528
2025
Q4 		$505 Buy
+11
New +$502 ﹤0.01% 1644

Other funds holding BN

DC
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SI
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Triumph Capital Management's BN Position: Q2 2026 in Review

Triumph Capital Management held its Brookfield (BN) position steady in Q2 2026 at 52 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Triumph Capital Management first reported a position in BN in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Triumph Capital Management held 52 shares of Brookfield worth $2.21K as of Q2 2026.
  • Triumph Capital Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1556 holding.
  • Triumph Capital Management first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.