JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in BN — BROOKFIELD Corp /ON/
CIK 2006637
MILTON, GA
Position in BN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,244,974
+$163,953 QoQ
Shares Held
76,191
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#321
of 931 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,670,156 across 5 Asset Management names. BN ranks #4 (12.2% of the industry book) .
All Filings in BN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,974 | 76,191 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,081,021 | 76,131 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,488,970 | 76,029 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,810,373 | 55,561 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $850,065 | 13,744 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,870,705 | 54,774 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,128,152 | 54,450 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,892,685 | 54,425 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,264,965 | 54,525 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,341,827 | 55,931 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,244,635 | 55,948 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,884,989 | 60,281 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||