Lorne Steinberg Wealth Management Inc.

Position in BN — BROOKFIELD Corp /ON/

CIK 1851362 MONTREAL, QUEBEC, Z4

Position in BN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,690,433

+$1,178,689 QoQ

Shares Held

180,569

+12.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#239

of 931 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lorne Steinberg Wealth Management Inc. holds $14,422,705 across 2 Asset Management names. BN ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/ This page	180,569	$7,690,433
2	STT	State Street Corp	39,695	$6,732,272

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,690,433	180,569	+12.2%	Shares	Sole	2026-07-28
2026-03-31	$6,511,744	160,903	+1.2%	Shares	Sole	2026-05-08
2025-12-31	$7,297,703	159,026	+52.7%	Shares	Sole	2026-01-27
2025-09-30	$7,140,892	104,125	+1.7%	Shares	Sole	2025-10-31
2025-06-30	$6,333,867	102,407	+0.9%	Shares	Sole	2025-07-30
2025-03-31	$5,317,623	101,462	-26.9%	Shares	Sole	2025-04-17
2024-12-31	$7,972,451	138,772	+0.8%	Shares	Sole	2025-01-31
2024-09-30	$7,320,183	137,727	-0.5%	Shares	Sole	2024-10-25
2024-06-30	$5,748,838	138,393	+0.5%	Shares	Sole	2024-07-18
2024-03-31	$5,764,780	137,683	+1.4%	Shares	Sole	2024-05-03
2023-12-31	$5,448,904	135,815	+13.5%	Shares	Sole	2024-02-01
2023-09-30	$3,740,241	119,611	+88.3%	Shares	Sole	2023-10-31
2023-06-30	$2,137,646	63,526	+402.5%	Shares	Sole	2023-07-17
2022-12-31	$397,748	12,643	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.