Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BN — BROOKFIELD Corp /ON/
CIK 1510434
Seattle, WA
Position in BN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$615,339
-$19,594 QoQ
Shares Held
14,448
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#109
of 286 holders
Holding Since
Mar 2024
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 Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,475,989 across 14 Asset Management names. BN ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,456 | $5,246,271 | |
| 2 | STT |
State Street Corp
|
29,361 | $4,979,625 | |
| 3 | SEIC |
Sei Investments Co
|
17,980 | $1,577,025 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,047 | $939,081 | |
| 5 | BX |
Blackstone Inc.
|
7,228 | $850,518 | |
| 6 | NTRS |
Northern Trust Corp
|
4,296 | $746,815 | |
| 7 | BN |
BROOKFIELD Corp /ON/
This page
|
14,448 | $615,339 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
10,631 | $552,280 |
All Filings in BN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,339 | 14,448 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $634,933 | 15,689 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $571,146 | 12,446 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $659,328 | 9,614 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,917 | 3,685 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $239,775 | 4,575 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $262,833 | 4,575 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $243,161 | 4,575 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $210,815 | 5,075 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $212,489 | 5,075 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||