VFA
BN icon

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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's BN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Brookfield (BN) stake by 1.7% in Q2 2026, buying an estimated $4.61K and bringing the position to 6,193 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #664.

Valeo Financial Advisors first reported a position in BN in Q3 2017 and has held it in 27 quarters since. The position peaked at $387K in Q3 2019. 471 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Valeo Financial Advisors held 6,193 shares of Brookfield worth $264K as of Q2 2026.
  • Valeo Financial Advisors bought 103 Brookfield shares in Q2 2026, an estimated $4.61K.
  • Brookfield made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #664 holding.
  • Valeo Financial Advisors first reported a position in Brookfield in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Brookfield position peaked at $387K in Q3 2019.
  • 471 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.