Investment Research & Advisory Group, Inc.
Position in BN — BROOKFIELD Corp /ON/
CIK 1802136
ATLANTA, GA
Position in BN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$143,741
+$7,155 QoQ
Shares Held
3,375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#787
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, 2026Investment Research & Advisory Group, Inc. holds $1,672,228 across 8 Asset Management names. BN ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
12,930 | $1,186,715 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,636 | $284,108 | |
| 3 | BN |
BROOKFIELD Corp /ON/
This page
|
3,375 | $143,741 | |
| 4 | ARES |
Ares Management Corp
|
261 | $29,051 | |
| 5 | STT |
State Street Corp
|
146 | $24,761 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
200 | $1,750 | |
| 7 | BGR |
BlackRock Energy & Resources Trust
|
102 | $1,511 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5 | $591 |
All Filings in BN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,741 | 3,375 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $136,586 | 3,375 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $154,878 | 3,375 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $154,305 | 2,250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $139,162 | 2,250 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $117,922 | 2,250 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $129,262 | 2,250 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $119,587 | 2,250 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $93,464 | 2,250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $94,207 | 2,250 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $90,270 | 2,250 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $70,357 | 2,250 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $75,712 | 2,250 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $73,327 | 2,250 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $70,784 | 2,250 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||