SIGNATUREFD, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1456048 ATLANTA, GA

Position in BN

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$861,687

-$50,560 QoQ

Shares Held

21,292

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.8782641367649822.ToString("F0")% Shared 0.ToString("F0")% None 99.12173586323502.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $19,045,603 across 91 Asset Management names. BN ranks #8 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	30,437	$3,499,950
2	BLK	BlackRock, Inc.	1,648	$1,584,898
3	RJF	Raymond James Financial Inc	8,514	$1,232,742
4	AMP	Ameriprise Financial Inc	2,400	$1,066,560
5	STT	State Street Corp	8,424	$1,066,141
6	APO	Apollo Global Management, Inc.	8,947	$996,874
7	GBDC	GOLUB CAPITAL BDC, Inc.	75,189	$951,892
8	BN	BROOKFIELD Corp /ON/ This page	21,292	$861,687

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$861,687	21,292	+7.1%	Shares	Sole	2026-04-07
2025-12-31	$912,247	19,879	+47.8%	Shares	Sole	2026-01-20
2025-09-30	$614,796	13,447	+10.8%	Shares	Sole	2025-10-21
2025-06-30	$500,572	12,140	+18.4%	Shares	Sole	2025-07-16
2025-03-31	$358,309	10,255	+22.0%	Shares	Sole	2025-05-02
2024-12-31	$322,064	8,409	+51.3%	Shares	Sole	2025-02-10
2024-09-30	$196,938	5,558	+116.3%	Shares	Sole	2024-10-21
2024-06-30	$71,171	2,570	+7.3%	Shares	Sole	2024-07-29
2024-03-31	$66,880	2,396	+2.9%	Shares	Sole	2024-05-03
2023-12-31	$62,293	2,329	-59.0%	Shares	Sole	2024-02-01
2023-09-30	$118,430	5,681	+120.9%	Shares	Sole	2023-11-03
2023-06-30	$57,698	2,572	-3.7%	Shares	Sole	2023-08-01
2023-03-31	$58,053	2,672	+15.4%	Shares	Sole	2023-04-28
2022-12-31	$48,574	2,316	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.