Wealth Enhancement Advisory Services
BN icon

Wealth Enhancement Advisory Services’s Brookfield BN Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.69M Sell
61,481
-5,289
-8% -$236K ﹤0.01% 1384
2026
Q1 		$2.73M Sell
66,770
-60,007
-47% -$2.66M 0.01% 1223
2025
Q4 		$6.23M Sell
126,777
-7,397
-6% -$337K 0.01% 916
2025
Q3 		$6.06M Sell
134,174
-35,505
-21% -$1.57M 0.01% 857
2025
Q2 		$7.27M Sell
169,679
-4,834
-3% -$179K 0.01% 744
2025
Q1 		$6.1M Buy
174,513
+1,041
+0.6% +$39.3K 0.01% 753
2024
Q4 		$6.64M Buy
173,472
+3,912
+2% +$147K 0.01% 703
2024
Q3 		$6.01M Buy
169,560
+11,043
+7% +$349K 0.01% 675
2024
Q2 		$4.39M Buy
158,517
+121,143
+324% +$3.37M 0.01% 718
2024
Q1 		$1.04M Sell
37,374
-929
-2% -$25.1K ﹤0.01% 1220
2023
Q4 		$1.03M Sell
38,303
-7,576
-17% -$172K ﹤0.01% 1166
2023
Q3 		$958K Buy
+45,879
New +$1.03M ﹤0.01% 1118

Other funds holding BN

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
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's BN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Brookfield (BN) stake by 7.9% in Q2 2026, selling an estimated $236K and leaving 61,481 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Wealth Enhancement Advisory Services first reported a position in BN in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.27M in Q2 2025. 182 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 61,481 shares of Brookfield worth $2.69M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 5,289 Brookfield shares in Q2 2026, an estimated $236K.
  • Brookfield made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1384 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield position peaked at $7.27M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.