Position in BN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,157,750
+$156,091 QoQ
Shares Held
74,143
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#324
of 931 holders
Holding Since
Jun 2025
5 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, 2026Buttonwood Financial Advisors Inc. holds $4,570,740 across 3 Asset Management names. BN ranks #1 (69.1% of the industry book) .
All Filings in BN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,157,750 | 74,143 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,001,659 | 74,170 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,374,199 | 73,528 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,352,670 | 48,887 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,604,996 | 42,118 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||