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Equibles

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1034642 PASADENA, CA
Back to BN Full portfolio

Position in BN

as of Jun 30, 2026 · filed Aug 20, 2026
Position Value
$1,367,139
-$22,277 QoQ
Shares Held
32,100
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#420
of 932 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $5,230,289 across 9 Asset Management names. BN ranks #2 (26.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 62,635 $1,889,697
2 BN
BROOKFIELD Corp /ON/
This page 		32,100 $1,367,139
3 BX
Blackstone Inc.
 4,851 $570,817
4 TROW
Price T Rowe Group Inc
 2,773 $315,262
5 PFO
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
 29,500 $272,580
6 BAM
Brookfield Asset Management Ltd.
 5,430 $243,535
7 AMP
Ameriprise Financial Inc
 493 $226,168
8 PAI
Western Asset Investment Grade Income Fund Inc.
 16,151 $195,750

All Filings in BN

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,367,139 32,100
2026-03-31 $1,389,416 34,332
2025-12-31 $1,635,152 35,632
2025-09-30 $1,701,126 24,805
2025-06-30 $1,534,188 24,805
2025-03-31 $1,300,030 24,805
2024-12-31 $1,425,047 24,805
2024-09-30 $1,318,384 24,805
2024-06-30 $1,053,245 25,355
2024-03-31 $1,061,612 25,355
2023-12-31 $721,639 17,987
2023-09-30 $562,454 17,987
2023-06-30 $605,261 17,987
2023-03-31 $368,202 11,298
2022-12-31 $355,434 11,298