Position in BN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,768,350
+$137,800 QoQ
Shares Held
65,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#340
of 931 holders
Holding Since
Mar 2026
2 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, 2026CSM Advisors, LLC holds $39,322,906 across 6 Asset Management names. BN ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
55,466 | $25,445,582 | |
| 2 | WT |
WisdomTree, Inc.
|
551,313 | $9,339,242 | |
| 3 | BN |
BROOKFIELD Corp /ON/
This page
|
65,000 | $2,768,350 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
3,805 | $1,287,612 | |
| 5 | CG |
Carlyle Group Inc.
|
6,280 | $264,450 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
4,190 | $217,670 |
All Filings in BN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,768,350 | 65,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,630,550 | 65,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||