Valeo Financial Advisors
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Valeo Financial Advisors’s Brookfield BN Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,868
Closed -$33K – 1646
2020
Q2 		$33K Buy
+1,868
New +$32.8K ﹤0.01% 878

Other funds holding BN

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Valeo Financial Advisors's BN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Brookfield (BN) stake by 62% in Q3 2026, buying an estimated $159K and bringing the position to 10,035 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #562.

Valeo Financial Advisors first reported a position in BN in Q3 2017 and has held it in 28 quarters since. The position peaked at $387K in Q3 2019. 84 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Valeo Financial Advisors held 10,035 shares of Brookfield worth $366K as of Q3 2026.
  • Valeo Financial Advisors bought 3,842 Brookfield shares in Q3 2026, an estimated $159K.
  • Brookfield made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #562 holding.
  • Valeo Financial Advisors first reported a position in Brookfield in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Brookfield position peaked at $387K in Q3 2019.
  • 84 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.