BAKER TILLY WEALTH MANAGEMENT, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1840565 MADISON, WI

Position in BN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$679,608

+$31,360 QoQ

Shares Held

15,957

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#499

of 930 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. BN ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	10,603	$1,254,440
2	PSLV	Sprott Physical Silver Trust	43,227	$815,693
3	BX	Blackstone Inc.	5,832	$686,251
4	BN	BROOKFIELD Corp /ON/ This page	15,957	$679,608
5	AMP	Ameriprise Financial Inc	1,202	$551,429
6	SEIC	Sei Investments Co	6,053	$530,908
7	KKR	KKR & Co. Inc.	5,692	$522,411
8	BLK	BlackRock, Inc.	392	$376,931

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,608	15,957	-0.4%	Shares	Sole	2026-07-17
2026-03-31	$648,248	16,018	-10.9%	Shares	Sole	2026-04-10
2025-12-31	$825,010	17,978	+23.5%	Shares	Sole	2026-01-08
2025-09-30	$998,593	14,561	-3.9%	Shares	Sole	2025-10-09
2025-06-30	$937,026	15,150	+7.4%	Shares	Sole	2025-07-10
2025-03-31	$739,452	14,109	+4.8%	Shares	Sole	2025-04-09
2024-12-31	$773,679	13,467	-2.6%	Shares	Sole	2025-01-10
2024-09-30	$734,851	13,826	-4.6%	Shares	Sole	2024-10-24
2024-06-30	$601,830	14,488	-61.8%	Shares	Sole	2024-07-18
2024-03-31	$1,588,378	37,936	-4.8%	Shares	Sole	2024-05-09
2023-12-31	$1,598,824	39,851	-17.7%	Shares	Sole	2024-01-10
2023-09-30	$1,514,627	48,437	-38.8%	Shares	Sole	2023-10-10
2023-06-30	$2,664,133	79,172	+11.8%	Shares	Sole	2023-07-20
2023-03-31	$2,307,603	70,807	-7.8%	Shares	Sole	2023-04-12
2022-12-31	$2,415,337	76,775	—	Shares	Sole	2023-01-26
No filing history on record for this holder in this stock.