Wilson & Boucher Capital Management, LLC
Position in BN — BROOKFIELD Corp /ON/
CIK 1903579
MORAGA, CA
Position in BN
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$226,323
+$11,266 QoQ
Shares Held
5,314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#733
of 931 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wilson & Boucher Capital Management, LLC holds $346,352 across 2 Asset Management names. BN ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
5,314 | $226,323 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
32,975 | $120,029 |
All Filings in BN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,323 | 5,314 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $215,057 | 5,314 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $243,859 | 5,314 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $242,978 | 3,543 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $219,134 | 3,543 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $203,545 | 3,543 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $188,310 | 3,543 | Shares | Sole | 2024-11-18 | |
| 2023-06-30 | $119,221 | 3,543 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||