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West Financial Advisors’s Brookfield BN Stock Holding History

West Financial Advisors’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 		– Sell
-375
Closed -$17.2K – 202
2025
Q4 		$17.2K Buy
+375
New +$17.1K ﹤0.01% 130
2022
Q2 		– Sell
-276
Closed -$8K – 168
2022
Q1 		$8K Buy
+276
New +$8.25K ﹤0.01% 141

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

West Financial Advisors's BN Position: Q1 2026 in Review

West Financial Advisors sold out of Brookfield (BN) in Q1 2026, closing a stake of 375 shares — an estimated $17.2K sold.

West Financial Advisors first reported a position in BN in Q1 2022 and held it in 2 quarters. The position peaked at $17.2K in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • West Financial Advisors reported no remaining Brookfield position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 375 Brookfield shares in Q1 2026, an estimated $17.2K.
  • West Financial Advisors first reported a position in Brookfield in Q1 2022 and held it in 2 quarters.
  • West Financial Advisors's Brookfield position peaked at $17.2K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.