Position in BN
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,031,054
-$441,372 QoQ
Shares Held
25,477
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Powell Investment Advisors, LLC holds $4,089,958 across 11 Asset Management names. BN ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
25,477 | $1,031,054 | |
| 2 | BX |
Blackstone Inc.
|
6,800 | $781,932 | |
| 3 | BLK |
BlackRock, Inc.
|
708 | $680,890 | |
| 4 | FTF |
Franklin Ltd Duration Income Trust
|
60,001 | $349,805 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,897 | $322,783 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
10,100 | $250,177 | |
| 7 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
27,347 | $209,751 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
13,244 | $161,311 |
All Filings in BN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,031,054 | 25,477 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,472,426 | 32,086 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,106,378 | 24,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,059,860 | 25,704 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $909,977 | 26,044 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $997,485 | 26,044 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $922,824 | 26,044 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $721,244 | 26,044 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $726,973 | 26,044 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $696,591 | 26,044 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $542,931 | 26,044 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $584,252 | 26,044 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $565,850 | 26,044 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $546,228 | 26,044 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||