WPC
BN icon

Wedmont Private Capital’s Brookfield BN Stock Holding History

Wedmont Private Capital’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
Q3 		$220K Buy
5,972
+108
+2% +$4.46K 0.01% 922
2026
Q2 		$256K Sell
5,864
-943
-14% -$42.2K 0.01% 809
2026
Q1 		$286K Hold
6,807
– – 0.01% 682
2025
Q4 		$321K Sell
6,807
-492
-7% -$22.4K 0.01% 625
2025
Q3 		$329K Buy
7,299
+832
+13% +$36.9K 0.01% 598
2025
Q2 		$270K Buy
6,467
+96
+2% +$3.56K 0.01% 614
2025
Q1 		$206K Buy
6,371
+15
+0.2% +$567 0.01% 652
2024
Q4 		$233K Sell
6,356
-2,206
-26% -$83.1K 0.01% 612
2024
Q3 		$300K Buy
+8,562
New +$270K 0.02% 507

Other funds holding BN

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's BN Position: Q3 2026 in Review

Wedmont Private Capital increased its Brookfield (BN) stake by 1.8% in Q3 2026, buying an estimated $4.46K and bringing the position to 5,972 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #922.

Wedmont Private Capital first reported a position in BN in Q3 2024 and has held it in 9 quarters since. The position peaked at $329K in Q3 2025. 29 funds tracked by Wall St. Rank hold BN as of Q3 2026.

  • Wedmont Private Capital held 5,972 shares of Brookfield worth $220K as of Q3 2026.
  • Wedmont Private Capital bought 108 Brookfield shares in Q3 2026, an estimated $4.46K.
  • Brookfield made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #922 holding.
  • Wedmont Private Capital first reported a position in Brookfield in Q3 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's Brookfield position peaked at $329K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Brookfield as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.