Position in BN
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$171,420,488
+$609,106 QoQ
Shares Held
3,735,465
-0.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,546,946,010 across 152 Asset Management names. BN ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,004,273 | $617,218,639 | |
| 2 | BLK |
BlackRock, Inc.
|
258,817 | $277,022,187 | |
| 3 | BN |
BROOKFIELD Corp /ON/
This page
|
3,735,465 | $171,420,488 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
7,925,890 | $118,412,795 | |
| 5 | AMP |
Ameriprise Financial Inc
|
195,476 | $95,849,701 | |
| 6 | ARES |
Ares Management Corp
|
545,278 | $88,133,282 | |
| 7 | STEP |
StepStone Group Inc.
|
899,550 | $57,724,123 | |
| 8 | IVZ |
Invesco Ltd.
|
1,846,294 | $41,510,864 |
All Filings in BN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $171,420,488 | 3,735,465 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $170,811,382 | 2,490,688 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $153,728,420 | 2,485,506 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $129,557,780 | 2,472,005 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $138,420,661 | 2,409,411 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $128,966,864 | 2,426,472 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $102,957,056 | 2,478,507 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $104,196,091 | 2,488,565 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $101,099,837 | 2,519,933 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $79,738,721 | 2,550,003 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $94,269,863 | 2,801,486 | Shares | Other | 2023-11-21 | |
| 2023-03-31 | $85,055,891 | 2,609,873 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $78,312,498 | 2,489,276 | Shares | Other | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||