Position in BN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,061,143
+$85,803 QoQ
Shares Held
48,395
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#379
of 931 holders
Holding Since
Dec 2023
11 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, 2026Koa Wealth Management, LLC holds $6,214,540 across 2 Asset Management names. BN ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,297 | $4,153,397 | |
| 2 | BN |
BROOKFIELD Corp /ON/
This page
|
48,395 | $2,061,143 |
All Filings in BN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,143 | 48,395 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,975,340 | 48,810 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,229,932 | 48,593 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,681,032 | 24,512 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,538,826 | 24,880 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,315,438 | 25,099 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,577,002 | 27,450 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,788,389 | 33,648 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,511,472 | 36,386 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,540,479 | 36,792 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,486,487 | 37,051 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||