Position in BN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,239,785
+$1,307,541 QoQ
Shares Held
80,054
+90.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HANTZ FINANCIAL SERVICES, INC. holds $31,117,919 across 57 Asset Management names. BN ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
51,698 | $7,485,353 | |
| 2 | APO |
Apollo Global Management, Inc.
|
65,277 | $7,273,163 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
111,706 | $4,145,409 | |
| 4 | BX |
Blackstone Inc.
|
34,598 | $3,978,424 | |
| 5 | BN |
BROOKFIELD Corp /ON/
This page
|
80,054 | $3,239,785 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
15,856 | $1,038,250 | |
| 7 | SEIC |
Sei Investments Co
|
5,009 | $393,056 | |
| 8 | CG |
Carlyle Group Inc.
|
8,046 | $389,345 |
All Filings in BN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,239,785 | 80,054 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,932,244 | 42,106 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,321,125 | 28,896 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,259,594 | 30,548 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,180,482 | 33,786 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,341,917 | 35,037 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,273,720 | 35,947 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,057,634 | 38,191 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,103,273 | 39,525 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,042,211 | 38,966 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $813,250 | 39,011 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $792,142 | 35,311 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $646,586 | 29,760 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $500,527 | 23,865 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||