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Equibles

CSM Advisors, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1863523 WARRENDALE, PA
Back to BN Full portfolio

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
0.06%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026

CSM 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
4,190 $217,670

All Filings in BN

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,768,350 65,000
2026-03-31 $2,630,550 65,000