Position in BN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$357,511
-$33,655 QoQ
Shares Held
8,834
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GOULD ASSET MANAGEMENT LLC /CA/ holds $1,708,235 across 5 Asset Management names. BN ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
56,225 | $552,129 | |
| 2 | BN |
BROOKFIELD Corp /ON/
This page
|
8,834 | $357,511 | |
| 3 | JGH |
Nuveen Global High Income Fund
|
24,621 | $300,868 | |
| 4 | IIF |
Morgan Stanley India Investment Fund, Inc.
|
13,624 | $280,381 | |
| 5 | BLK |
BlackRock, Inc.
|
226 | $217,346 |
All Filings in BN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,511 | 8,834 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $391,166 | 8,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $260,238 | 5,692 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $234,699 | 5,692 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $206,041 | 5,897 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $225,855 | 5,897 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $208,950 | 5,897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $163,307 | 5,897 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $164,604 | 5,897 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $156,601 | 5,855 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||