APPLETON PARTNERS INC/MA

Position in BN — BROOKFIELD Corp /ON/

CIK 1055290 BOSTON, MA

Position in BN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$289,143

-$26,887 QoQ

Shares Held

6,789

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#683

of 931 holders

Holding Since

Dec 2022

6 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $13,062,506 across 4 Asset Management names. BN ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	103,558	$12,185,669
2	SAMG	Silvercrest Asset Management Group Inc.	31,650	$319,981
3	BN	BROOKFIELD Corp /ON/ This page	6,789	$289,143
4	NTRS	Northern Trust Corp	1,540	$267,713

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,143	6,789	-13.1%	Shares	Sole	2026-07-21
2026-03-31	$316,030	7,809	0.0%	Shares	Sole	2026-04-28
2025-12-31	$358,355	7,809	-83.7%	Shares	Sole	2026-01-09
2023-06-30	$1,612,471	47,919	-46.2%	Shares	Sole	2023-07-10
2023-03-31	$2,902,078	89,048	-22.0%	Shares	Sole	2023-04-10
2022-12-31	$3,591,247	114,153	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.