Position in BN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$349,701
-$46,834 QoQ
Shares Held
8,641
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Westfuller Advisors, LLC holds $1,106,701 across 24 Asset Management names. BN ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
8,641 | $349,701 | |
| 2 | JHG |
Janus Henderson Group Ltc.
|
3,290 | $169,007 | |
| 3 | BLK |
BlackRock, Inc.
|
113 | $108,673 | |
| 4 | ARCC |
Ares Capital Corp
|
4,269 | $76,927 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
6,514 | $72,044 | |
| 6 | AMP |
Ameriprise Financial Inc
|
160 | $71,104 | |
| 7 | NIE |
Virtus Equity & Convertible Income Fund
|
2,240 | $52,326 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
1,984 | $47,000 |
All Filings in BN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,701 | 8,641 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $396,535 | 8,641 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $263,438 | 5,762 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||