Schneider Downs Wealth Management Advisors, LP
Position in BN — BROOKFIELD Corp /ON/
CIK 1665359
Pittsburgh, PA
Position in BN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,054,286
+$102,257 QoQ
Shares Held
48,234
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#381
of 931 holders
Holding Since
Dec 2022
15 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, 2026Schneider Downs Wealth Management Advisors, LP holds $201,813,390 across 4 Asset Management names. BN ranks #3 (1.0% of the industry book) .
All Filings in BN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,054,286 | 48,234 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,952,029 | 48,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,213,458 | 48,234 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,205,327 | 32,157 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,985,816 | 32,107 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,682,727 | 32,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,844,547 | 32,107 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,706,485 | 32,107 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,333,723 | 32,107 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,344,318 | 32,107 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,288,134 | 32,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,003,987 | 32,107 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,080,398 | 32,107 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,046,368 | 32,107 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,010,084 | 32,107 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||