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Equibles

WESTWOOD HOLDINGS GROUP INC

Position in BN — BROOKFIELD Corp /ON/

CIK 1165002 DALLAS, TX
Back to BN Full portfolio

Position in BN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$442,126
+$22,007 QoQ
Shares Held
10,381
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#590
of 932 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $26,588,798 across 10 Asset Management names. BN ranks #6 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OWL
Blue Owl Capital Inc.
 1,388,909 $12,152,953
2 WHG
Westwood Holdings Group Inc
 518,966 $9,943,388
3 KKR
KKR & Co. Inc.
 20,512 $1,882,591
4 APO
Apollo Global Management, Inc.
 4,371 $517,133
5 RJF
Raymond James Financial Inc
 3,269 $496,986
6 BN
BROOKFIELD Corp /ON/
This page 		10,381 $442,126
7 TROW
Price T Rowe Group Inc
 3,228 $366,991
8 NTRS
Northern Trust Corp
 1,718 $298,657

All Filings in BN

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $442,126 10,381
2026-03-31 $420,119 10,381
2025-12-31 $476,384 10,381
2025-09-30 $476,150 6,943
2025-06-30 $429,857 6,950
2025-03-31 $362,729 6,921
2024-12-31 $397,611 6,921
2024-09-30 $367,850 6,921
2024-06-30 $287,497 6,921
2024-03-31 $289,781 6,921
2023-12-31 $277,670 6,921
2023-09-30 $216,420 6,921
2023-06-30 $232,891 6,921
2023-03-31 $225,555 6,921
2022-12-31 $217,734 6,921