Position in BN
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$242,698
-$129,102 QoQ
Shares Held
5,997
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Curated Wealth Partners LLC holds $414,790,524 across 10 Asset Management names. BN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
2,219,266 | $247,270,617 | |
| 2 | ARES |
Ares Management Corp
|
1,468,535 | $160,217,167 | |
| 3 | ARCC |
Ares Capital Corp
|
161,868 | $2,916,861 | |
| 4 | BX |
Blackstone Inc.
|
11,282 | $1,297,316 | |
| 5 | BCSF |
Bain Capital Specialty Finance, Inc.
|
100,000 | $1,240,000 | |
| 6 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
88,053 | $1,070,724 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
9,690 | $352,618 | |
| 8 | BN |
BROOKFIELD Corp /ON/
This page
|
5,997 | $242,698 |
All Filings in BN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,698 | 5,997 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $371,800 | 8,102 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||