Twin Peaks Wealth Advisors’s Brookfield BN Stock Holding History

Twin Peaks Wealth 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	–	Sell	-590	Closed	-$23.9K	–	487
2026 Q1	$23.9K	Buy	+590	New	+$26.1K	0.01%	650
2025 Q3	–	Sell	-737	Closed	-$32.2K	–	420
2025 Q2	$32.2K	Buy	+737	New	+$27.3K	0.01%	451

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Twin Peaks Wealth Advisors's BN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brookfield (BN) in Q2 2026, closing a stake of 590 shares — an estimated $23.9K sold.

Twin Peaks Wealth Advisors first reported a position in BN in Q2 2025 and held it in 2 quarters. The position peaked at $32.2K in Q2 2025. 943 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Brookfield position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 590 Brookfield shares in Q2 2026, an estimated $23.9K.
Twin Peaks Wealth Advisors first reported a position in Brookfield in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Brookfield position peaked at $32.2K in Q2 2025.
943 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.