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Washburn Capital Management’s Brookfield BN Stock Holding History

Washburn 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 		$278K Hold
6,525
– – 0.14% 45
2026
Q1 		$264K Hold
6,525
– – 0.15% 48
2025
Q4 		$299K Hold
6,525
– – 0.16% 45
2025
Q3 		$298K Hold
6,525
– – 0.17% 44
2025
Q2 		$269K Hold
6,525
– – 0.16% 44
2025
Q1 		$228K Sell
6,525
-1,163
-15% -$44K 0.15% 48
2024
Q4 		$294K Buy
+7,688
New +$290K 0.18% 39

Other funds holding BN

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 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
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Washburn Capital Management held its Brookfield (BN) position steady in Q2 2026 at 6,525 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #45.

Washburn Capital Management first reported a position in BN in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 270 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Washburn Capital Management held 6,525 shares of Brookfield worth $278K as of Q2 2026.
  • Washburn Capital Management left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.14% of Washburn Capital Management's portfolio in Q2 2026, its #45 holding.
  • Washburn Capital Management first reported a position in Brookfield in Q4 2024 and has held it in 7 quarters since.
  • Washburn Capital Management's Brookfield position peaked at $299K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.