Position in BN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$596,856
+$29,710 QoQ
Shares Held
14,014
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#99
of 256 holders
Holding Since
Dec 2022
15 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, 2026Financial Perspectives, Inc holds $1,418,999 across 12 Asset Management names. BN ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
14,014 | $596,856 | |
| 2 | BLK |
BlackRock, Inc.
|
312 | $300,006 | |
| 3 | AMP |
Ameriprise Financial Inc
|
338 | $155,060 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,120 | $102,793 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
1,544 | $69,248 | |
| 6 | BX |
Blackstone Inc.
|
560 | $65,895 | |
| 7 | PFG |
Principal Financial Group Inc
|
535 | $57,662 | |
| 8 | ASG |
Liberty All Star Growth Fund Inc.
|
8,945 | $48,929 |
All Filings in BN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,856 | 14,014 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $567,146 | 14,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $643,056 | 14,013 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $427,161 | 9,343 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $391,468 | 9,494 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $497,580 | 9,494 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $545,430 | 9,494 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $504,605 | 9,494 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $394,380 | 9,494 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $397,513 | 9,494 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $380,899 | 9,494 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $296,877 | 9,494 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $319,472 | 9,494 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $309,409 | 9,494 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $298,680 | 9,494 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||