Position in BN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$206,476
-$13,658 QoQ
Shares Held
4,848
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#762
of 931 holders
Holding Since
Sep 2025
3 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, 2026Fulcrum Equity Management holds $206,476 across 1 Asset Management name. BN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
4,848 | $206,476 |
All Filings in BN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,476 | 4,848 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $220,134 | 4,797 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $219,318 | 3,198 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||