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Wealthspire Advisors (New York)’s Brookfield BN Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$834K Buy
20,615
+2,866
+16% +$127K 0.01% 446
2025
Q4 		$815K Buy
17,749
+1,486
+9% +$67.8K 0.01% 477
2025
Q3 		$744K Sell
16,263
-3,749
-19% -$166K ﹤0.01% 449
2025
Q2 		$825K Buy
20,012
+3,660
+22% +$136K ﹤0.01% 426
2025
Q1 		$571K Sell
16,352
-139
-0.8% -$5.25K ﹤0.01% 487
2024
Q4 		$632K Buy
16,491
+666
+4% +$25.1K 0.01% 455
2024
Q3 		$561K Buy
+15,825
New +$499K 0.01% 469
2022
Q4 		– Sell
-15,716
Closed -$346K – 583
2022
Q3 		$346K Buy
15,716
+622
+4% +$16.1K 0.01% 391
2022
Q2 		$362K Buy
15,094
+7,605
+102% +$203K 0.01% 360
2022
Q1 		$228K Sell
7,489
-1,161
-13% -$34.7K 0.01% 393
2021
Q4 		$281K Buy
8,650
+1,107
+15% +$35K 0.01% 434
2021
Q3 		$217K Sell
7,543
-6,099
-45% -$178K ﹤0.01% 536
2021
Q2 		$375K Sell
13,642
-6,872
-33% -$176K 0.01% 260
2021
Q1 		$489K Buy
20,514
+3,419
+20% +$76.2K 0.01% 401
2020
Q4 		$378K Buy
+17,095
New +$342K 0.01% 364
2020
Q2 		– Sell
-22,792
Closed -$360K – 305
2020
Q1 		$360K Buy
+22,792
New +$469K 0.02% 347
2019
Q1 		– Sell
-1,368
Closed -$19K – 145
2018
Q4 		$19K Buy
+1,368
New +$20.4K ﹤0.01% 348

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s BN Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Brookfield (BN) stake by 16% in Q1 2026, buying an estimated $127K and bringing the position to 20,615 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #446.

Wealthspire Advisors (New York) first reported a position in BN in Q4 2018 and has held it in 17 quarters since. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • Wealthspire Advisors (New York) held 20,615 shares of Brookfield worth $834K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 2,866 Brookfield shares in Q1 2026, an estimated $127K.
  • Brookfield made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #446 holding.
  • Wealthspire Advisors (New York) first reported a position in Brookfield in Q4 2018 and has held it in 17 quarters since.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.