Northwest Financial Advisors

Position in BN — BROOKFIELD Corp /ON/

CIK 2010635 HERNDON, VA

Position in BN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,965,613

+$66,923 QoQ

Shares Held

46,152

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

14.87%

of 13F equity value

Holder Rank

#87

of 316 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Northwest Financial Advisors holds $3,172,182 across 4 Asset Management names. BN ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/ This page	46,152	$1,965,613
2	NPV	Nuveen Virginia Quality Municipal Income Fund	51,300	$593,541
3	SBI	Western Asset Intermediate Muni Fund Inc.	46,471	$365,726
4	BAM	Brookfield Asset Management Ltd.	5,514	$247,302

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,965,613	46,152	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$1,898,690	46,916	-1.6%	Shares	Sole	2026-04-24
2025-12-31	$2,188,769	47,696	+42.1%	Shares	Sole	2026-01-26
2025-09-30	$2,301,819	33,564	-2.6%	Shares	Sole	2025-11-06
2025-06-30	$2,130,359	34,444	-0.9%	Shares	Sole	2025-08-04
2025-03-31	$1,821,509	34,755	-3.3%	Shares	Sole	2025-04-11
2024-12-31	$2,065,499	35,953	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$1,919,244	36,110	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,500,672	36,126	-3.1%	Shares	Sole	2025-01-27
2024-03-31	$1,561,288	37,289	+1.6%	Shares	Sole	2025-01-27
2023-12-31	$1,472,967	36,714	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.