UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1463217 IRVING, TX

Position in BN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,081,360

+$116,920 QoQ

Shares Held

25,390

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#445

of 931 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. BN ranks #14 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	243,165	$22,317,683
2	ARES	Ares Management Corp	106,313	$11,833,700
3	BX	Blackstone Inc.	89,717	$10,556,999
4	BLK	BlackRock, Inc.	8,301	$7,981,909
5	NTRS	Northern Trust Corp	40,661	$7,068,508
6	OBDC	Blue Owl Capital Corp	278,557	$3,027,914
7	AMP	Ameriprise Financial Inc	5,940	$2,725,034
8	STT	State Street Corp	13,525	$2,293,840

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,360	25,390	+6.5%	Shares	Defined	2026-08-17
2026-03-31	$964,440	23,831	-0.3%	Shares	Defined	2026-05-15
2025-12-31	$1,096,908	23,903	+389.9%	Shares	Defined	2026-02-17
2025-09-30	$334,601	4,879	+6.7%	Shares	Defined	2025-11-14
2025-06-30	$282,777	4,572	+4.6%	Shares	Defined	2025-08-11
2025-03-31	$229,084	4,371	-6.5%	Shares	Defined	2025-05-13
2024-12-31	$268,578	4,675	+0.3%	Shares	Defined	2025-02-13
2024-09-30	$247,838	4,663	-30.9%	Shares	Defined	2024-11-12
2023-12-31	$270,770	6,749	-89.7%	Shares	Defined	2024-02-14
2023-09-30	$2,052,253	65,630	-14.2%	Shares	Defined	2023-11-14
2023-06-30	$2,573,649	76,483	-31.1%	Shares	Defined	2023-08-14
2023-03-31	$3,619,418	111,059	-26.0%	Shares	Defined	2023-08-15
2022-12-31	$4,721,509	150,080	—	Shares	Defined	2023-02-15
No filing history on record for this holder in this stock.