Position in BN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$363,622
New position
Shares Held
8,985
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Asset Management
Financial Services · as of Mar 31, 2026Empower Advisory Group, LLC holds $44,426,601 across 9 Asset Management names. BN ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
359,403 | $33,244,777 | |
| 2 | BLK |
BlackRock, Inc.
|
9,937 | $9,556,512 | |
| 3 | BN |
BROOKFIELD Corp /ON/
This page
|
8,985 | $363,622 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
18,409 | $315,162 | |
| 5 | BX |
Blackstone Inc.
|
2,121 | $243,893 | |
| 6 | AMP |
Ameriprise Financial Inc
|
455 | $202,202 | |
| 7 | NMFC |
New Mountain Finance Corp
|
22,206 | $172,318 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
19,000 | $164,540 |
All Filings in BN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,622 | 8,985 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||