RITHOLTZ WEALTH MANAGEMENT

Position in BN — BROOKFIELD Corp /ON/

CIK 1698218 NEW YORK, NY

Position in BN

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

Position Value

$3,070,742

-$237,009 QoQ

Shares Held

75,877

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.31234761521936816.ToString("F0")% Shared 0.ToString("F0")% None 99.68765238478063.ToString("F0")%

Financial Services · as of Mar 31, 2026

RITHOLTZ WEALTH MANAGEMENT holds $32,560,527 across 23 Asset Management names. BN ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc.	103,840	$5,888,766
2	NTRS	Northern Trust Corp	30,307	$4,229,947
3	BLK	BlackRock, Inc.	4,127	$3,968,977
4	SII	Sprott Inc.	22,687	$3,241,972
5	BN	BROOKFIELD Corp /ON/ This page	75,877	$3,070,742
6	AMG	Affiliated Managers Group, Inc.	7,486	$2,071,376
7	BX	Blackstone Inc.	14,745	$1,695,527
8	STT	State Street Corp	9,757	$1,234,845

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,070,742	75,877	+5.3%	Shares	Sole	2026-04-20
2025-12-31	$3,307,751	72,080	+49.7%	Shares	Sole	2026-01-23
2025-09-30	$2,201,280	48,147	+0.3%	Shares	Sole	2025-10-28
2025-06-30	$1,979,239	48,001	-1.9%	Shares	Sole	2025-07-28
2025-03-31	$1,709,404	48,924	+17.8%	Shares	Sole	2025-04-17
2024-12-31	$1,590,675	41,532	+9.7%	Shares	Sole	2025-01-15
2024-09-30	$1,341,079	37,848	+85.4%	Shares	Sole	2024-10-10
2024-06-30	$565,192	20,409	+0.8%	Shares	Sole	2024-08-01
2024-03-31	$565,188	20,248	+109.3%	Shares	Sole	2024-04-24
2023-12-31	$258,801	9,676	+6.4%	Shares	Sole	2024-01-18
2023-09-30	$189,600	9,095	+16.3%	Shares	Sole	2023-10-13
2023-06-30	$175,450	7,821	+4.4%	Shares	Sole	2023-07-17
2023-03-31	$162,732	7,490	-16.5%	Shares	Sole	2023-04-20
2022-12-31	$188,172	8,972	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.