Sowell Financial Services LLC
Position in BN — BROOKFIELD Corp /ON/
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,196,363
+$963,201 QoQ
Shares Held
122,009
+16.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#281
of 931 holders
Holding Since
Dec 2022
15 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, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BN ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
This page
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in BN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,196,363 | 122,009 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,233,162 | 104,600 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,612,012 | 56,919 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,288,240 | 33,366 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,062,943 | 33,354 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,295,994 | 24,728 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,326,060 | 23,082 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,248,439 | 23,489 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $971,577 | 23,389 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $950,364 | 22,698 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $918,909 | 22,904 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $719,586 | 23,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $699,145 | 20,777 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $639,905 | 19,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,615 | 10,223 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||