Position in BN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$517,468
+$25,758 QoQ
Shares Held
12,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#552
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $1,728,616 across 5 Asset Management names. BN ranks #1 (29.9% 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 | $517,468 | 12,150 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $491,710 | 12,150 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $557,563 | 12,150 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $555,498 | 8,100 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $494,799 | 8,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $419,280 | 8,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $548,647 | 9,550 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $507,582 | 9,550 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $467,324 | 11,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $471,036 | 11,250 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $532,433 | 13,271 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $414,984 | 13,271 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $446,568 | 13,271 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $435,109 | 13,351 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $479,009 | 15,226 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||