Position in BN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$284,841
+$14,178 QoQ
Shares Held
6,688
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#686
of 931 holders
Holding Since
Sep 2024
8 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, 2026TAGStone Capital, Inc. holds $634,798 across 2 Asset Management names. BN ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
3,813 | $349,957 | |
| 2 | BN |
BROOKFIELD Corp /ON/
This page
|
6,688 | $284,841 |
All Filings in BN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,841 | 6,688 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $270,663 | 6,688 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,912 | 6,688 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $305,523 | 4,455 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,541 | 4,455 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $233,486 | 4,455 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $255,939 | 4,455 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $236,783 | 4,455 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||