Focus Partners Wealth

Position in BN — BROOKFIELD Corp /ON/

CIK 1542153 ST LOUIS, MO

Position in BN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$58,054,376

-$13,088,523 QoQ

Shares Held

1,434,504

-7.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 93.31161399112706.ToString("F0")% Shared 0.03673907064735771.ToString("F0")% None 6.651646938225579.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,352,411,274 across 170 Asset Management names. BN ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	3,254,362	$362,601,014
2	BX	Blackstone Inc.	2,510,528	$288,685,614
3	BLK	BlackRock, Inc.	187,523	$180,342,744
4	BN	BROOKFIELD Corp /ON/ This page	1,434,504	$58,054,376
5	BPRE	Bluerock Private Real Estate Fund	3,020,285	$50,166,933
6	KKR	KKR & Co. Inc.	421,746	$39,011,505
7	EOI	Eaton Vance Enhanced Equity Income Fund	1,472,565	$27,654,770
8	ARCC	Ares Capital Corp	1,163,561	$20,967,369

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,054,376	1,434,504	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$71,142,899	1,550,292	+52.1%	Shares	Sole	2026-02-13
2025-09-30	$46,609,482	1,019,455	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$41,954,181	1,017,483	+24.4%	Shares	Sole	2025-08-14
2025-03-31	$28,571,835	817,740	+7.4%	Shares	Sole	2025-05-20
2024-12-31	$29,164,415	761,473	+393.4%	Shares	Sole	2025-05-29
2024-09-30	$5,468,421	154,330	-80.6%	Shares	Sole	2024-11-14
2024-06-30	$22,063,889	796,723	+363.4%	Shares	Sole	2024-08-15
2024-03-31	$4,799,496	171,943	+32.4%	Shares	Sole	2024-05-16
2023-12-31	$3,473,781	129,877	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.