Position in BN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$325,941
New position
Shares Held
7,653
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#665
of 931 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $8,532,950 across 12 Asset Management names. BN ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
12,146 | $2,059,961 | |
| 2 | NTRS |
Northern Trust Corp
|
9,613 | $1,671,123 | |
| 3 | BLK |
BlackRock, Inc.
|
1,491 | $1,433,685 | |
| 4 | 12,948 | $672,648 | |||
| 5 | APO |
Apollo Global Management, Inc.
|
3,995 | $472,648 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,608 | $422,922 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,333 | $354,685 | |
| 8 | BN |
BROOKFIELD Corp /ON/
This page
|
7,653 | $325,941 |
All Filings in BN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,941 | 7,653 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||