W.G. Shaheen & Associates DBA Whitney & Co
Position in BN — BROOKFIELD Corp /ON/
CIK 1577001
ROCHESTER, NY
Position in BN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,798,192
+$59,116 QoQ
Shares Held
42,221
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#397
of 932 holders
Holding Since
Dec 2025
3 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $15,918,991 across 3 Asset Management names. BN ranks #2 (11.3% of the industry book) .
All Filings in BN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798,192 | 42,221 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,739,076 | 42,972 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,701,830 | 37,085 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||