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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
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 $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Twin Peaks Wealth Advisors's BN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Brookfield (BN) in Q1 2026: 590 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BN in Q2 2025 and has held it in 2 quarters since. The position peaked at $32.2K in Q2 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 590 shares of Brookfield worth $23.9K as of Q1 2026.
  • Brookfield was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Brookfield made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #650 holding.
  • Twin Peaks Wealth Advisors first reported a position in Brookfield in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Brookfield position peaked at $32.2K in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.