Ducere Wealth Management LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 2083656 NEWPORT BEACH, CA

Position in BN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$203,026

-$14,584 QoQ

Shares Held

4,767

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#769

of 931 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ducere Wealth Management LLC holds $607,059 across 3 Asset Management names. BN ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCQ	Pimco California Municipal Income Fund	35,288	$316,533
2	BN	BROOKFIELD Corp /ON/ This page	4,767	$203,026
3	OWL	Blue Owl Capital Inc.	10,000	$87,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,026	4,767	+0.5%	Shares	Sole	2026-07-28
2025-12-31	$217,610	4,742	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.