KESTRA PRIVATE WEALTH SERVICES, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1649451 AUSTIN, TX

Position in BN

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$4,538,912

-$809,521 QoQ

Shares Held

112,155

-3.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Financial Services · as of Mar 31, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $65,142,519 across 91 Asset Management names. BN ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,532	$10,128,729
2	BX	Blackstone Inc.	66,525	$7,649,709
3	BN	BROOKFIELD Corp /ON/ This page	112,155	$4,538,912
4	CEF	Sprott Physical Gold & Silver Trust	57,687	$2,752,823
5	PHYS	Sprott Physical Gold Trust	64,058	$2,270,215
6	AMP	Ameriprise Financial Inc	3,974	$1,766,045
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	123,653	$1,765,764
8	ARCC	Ares Capital Corp	89,015	$1,604,050

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,538,912	112,155	-3.8%	Shares	Sole	2026-04-20
2025-12-31	$5,348,433	116,549	+52.1%	Shares	Sole	2026-01-29
2025-09-30	$3,503,843	76,637	+0.5%	Shares	Sole	2025-11-17
2025-06-30	$3,143,997	76,249	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$2,623,015	75,072	-13.6%	Shares	Sole	2025-05-05
2024-12-31	$3,327,350	86,876	+0.7%	Shares	Sole	2025-01-28
2024-09-30	$3,057,255	86,282	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$2,381,734	86,004	+14.8%	Shares	Sole	2024-08-12
2024-03-31	$2,090,399	74,889	+5.7%	Shares	Sole	2024-05-02
2023-12-31	$1,895,164	70,856	+42.3%	Shares	Sole	2024-02-05
2023-09-30	$1,037,998	49,792	+123.7%	Shares	Sole	2023-11-08
2023-06-30	$499,275	22,256	+29.7%	Shares	Sole	2023-08-08
2023-03-31	$372,808	17,159	+57.3%	Shares	Sole	2023-05-12
2022-12-31	$228,797	10,909	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.