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Equibles

Jackson, Grant Investment Advisers, Inc.

Position in BN — BROOKFIELD Corp /ON/

CIK 1650300 STAMFORD, CT
Back to BN Full portfolio

Position in BN

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$14,863
+$739 QoQ
Shares Held
349
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#857
of 932 holders
Holding Since
Mar 2023
14 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, 2026

Jackson, Grant Investment Advisers, Inc. holds $1,840,858 across 11 Asset Management names. BN ranks #7 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 27,374 $510,251
2 BDJ
BlackRock Enhanced Equity Dividend Trust
 52,720 $504,530
3 PFG
Principal Financial Group Inc
 3,995 $430,581
4 CEF
Sprott Physical Gold & Silver Trust
 6,206 $249,667
5 BOE
BlackRock Enhanced Global Dividend Trust
 7,365 $89,042
6 STT
State Street Corp
 100 $16,960
7 BN
BROOKFIELD Corp /ON/
This page 		349 $14,863
8 BX
Blackstone Inc.
 117 $13,767

All Filings in BN

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,863 349
2026-03-31 $14,124 349
2025-12-31 $16,015 349
2025-09-30 $15,979 233
2025-06-30 $14,411 233
2025-03-31 $12,211 233
2024-12-31 $13,385 233
2024-09-30 $12,383 233
2024-06-30 $9,678 233
2024-03-31 $9,755 233
2023-12-31 $9,347 233
2023-09-30 $7,285 233
2023-06-30 $7,840 233
2023-03-31 $7,593 233