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

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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. 941 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.
941 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.