Triangle Securities Wealth Management
Broker-DealerPosition in BN — BROOKFIELD Corp /ON/
CIK 1541353
RALEIGH, NC
Position in BN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,700,642
+$439,731 QoQ
Shares Held
157,329
+1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#252
of 931 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Triangle Securities Wealth Management holds $23,474,340 across 5 Asset Management names. BN ranks #2 (28.5% of the industry book) .
All Filings in BN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,700,642 | 157,329 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,260,911 | 154,705 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,843,392 | 149,126 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,797,581 | 99,119 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,028,452 | 97,469 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,010,605 | 95,604 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,178,370 | 90,137 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,309,876 | 81,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,508,232 | 36,308 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||