SEC 13F Intelligence

Northwest Financial Advisors / BN

Northwest Financial Advisors’s Brookfield Corp Position

Does Northwest Financial Advisors own Brookfield Corp (BN)? Yes — 46.9K shares worth $2M (+3.66% of its 13F portfolio) as of Q1 2026, down from 47.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
46.9K
% of Portfolio
+3.66%
Quarters Held
10
currently held

Position History BN

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.9K$2M+3.66%
Q4 202547.7K$2M+4.50%
Q3 202533.6K$2M+2.96%
Q2 202534.4K$2M+2.97%
Q1 202534.8K$2M+1.51%
Q4 202436.0K$2M+1.71%
Q3 202436.1K$2M+1.53%
Q2 202436.1K$2M+1.53%
Q1 202437.3K$2M+1.71%
Q4 202336.7K$1M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of BN.