CWM, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1535847 OMAHA, NE

Position in BN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$487,218

-$182,684 QoQ

Shares Held

12,039

-17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $147,411,641 across 277 Asset Management names. BN ranks #44 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	IVZ	Invesco Ltd.	296,702	$7,206,891
8	PFG	Principal Financial Group Inc	46,458	$4,186,330

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$487,218	12,039	-17.5%	Shares	Sole	2026-05-14
2025-12-31	$669,902	14,598	+86.6%	Shares	Sole	2026-01-26
2025-09-30	$536,638	7,825	+1.3%	Shares	Sole	2025-10-15
2025-06-30	$477,605	7,722	-0.7%	Shares	Sole	2025-07-25
2025-03-31	$407,749	7,780	-22.6%	Shares	Sole	2025-05-01
2024-12-31	$577,315	10,049	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$573,381	10,788	+0.5%	Shares	Sole	2024-10-08
2024-06-30	$445,931	10,735	-5.3%	Shares	Sole	2024-07-10
2024-03-31	$474,763	11,339	+38.1%	Shares	Sole	2024-04-05
2023-12-31	$329,505	8,213	-6.4%	Shares	Sole	2024-02-01
2023-09-30	$274,363	8,774	+66.8%	Shares	Sole	2023-10-11
2023-06-30	$177,032	5,261	+43.9%	Shares	Sole	2023-08-03
2023-03-31	$119,181	3,657	+80.5%	Shares	Sole	2023-05-01
2022-12-31	$63,737	2,026	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.