Sowell Financial Services LLC
Position in BN — BROOKFIELD Corp /ON/
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,233,162
+$1,621,150 QoQ
Shares Held
104,600
+83.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. BN ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
712,301 | $7,194,240 | |
| 2 | LIEN |
Chicago Atlantic BDC, Inc.
|
493,437 | $4,608,701 | |
| 3 | BN |
BROOKFIELD Corp /ON/
This page
|
104,600 | $4,233,162 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
207,722 | $3,448,185 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,232 | $1,800,433 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
364,246 | $1,773,878 | |
| 7 | BX |
Blackstone Inc.
|
13,378 | $1,538,336 | |
| 8 | UTG |
Reaves Utility Income Fund
|
39,143 | $1,537,537 |
All Filings in BN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,525,493 | 33,366 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,375,295 | 33,354 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $863,996 | 24,728 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $884,040 | 23,082 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $832,292 | 23,489 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $647,718 | 23,389 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $633,576 | 22,698 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $612,606 | 22,904 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $479,724 | 23,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $466,096 | 20,777 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $426,603 | 19,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $214,410 | 10,223 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||