Heritage Wealth Advisors’s Brookfield Corp Position
Does Heritage Wealth Advisors own Brookfield Corp (BN)? Yes — 1.25M shares worth $51M (+1.98% of its 13F portfolio) as of Q1 2026, down from 1.62M shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
1.25M
% of Portfolio
+1.98%
Quarters Held
14
currently held
Position History BN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.25M | $51M | +1.98% |
| Q4 2025 | 1.62M | $74M | +2.83% |
| Q3 2025 | 1.09M | $75M | +3.28% |
| Q2 2025 | 1.10M | $68M | +3.22% |
| Q1 2025 | 1.10M | $57M | +2.91% |
| Q4 2024 | 1.07M | $62M | +3.05% |
| Q3 2024 | 1.17M | $62M | +2.91% |
| Q2 2024 | 1.15M | $48M | +2.16% |
| Q1 2024 | 1.11M | $46M | +2.13% |
| Q4 2023 | 1.06M | $43M | +2.12% |
| Q3 2023 | 969.9K | $30M | +1.65% |
| Q2 2023 | 894.6K | $30M | +1.59% |
| Q1 2023 | 853.6K | $28M | +1.55% |
| Q4 2022 | 753.1K | $24M | +1.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of BN.