Wealthfront Advisers
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Wealthfront Advisers’s Brookfield BN Stock Holding History

Wealthfront Advisers’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 		$310K Buy
7,289
+592
+9% +$26.5K ﹤0.01% 976
2026
Q1 		$271K Buy
6,697
+802
+14% +$35.5K ﹤0.01% 959
2025
Q4 		$271K Buy
5,895
+406
+7% +$18.5K ﹤0.01% 951
2025
Q3 		$251K Buy
5,489
+395
+8% +$17.5K ﹤0.01% 936
2025
Q2 		$210K Buy
+5,094
New +$189K ﹤0.01% 934

Other funds holding BN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Wealthfront Advisers's BN Position: Q2 2026 in Review

Wealthfront Advisers increased its Brookfield (BN) stake by 8.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 7,289 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Wealthfront Advisers first reported a position in BN in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Wealthfront Advisers held 7,289 shares of Brookfield worth $310K as of Q2 2026.
  • Wealthfront Advisers bought 592 Brookfield shares in Q2 2026, an estimated $26.5K.
  • Brookfield made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #976 holding.
  • Wealthfront Advisers first reported a position in Brookfield in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.