S Harris Financial Group, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 2112907 SAN ANTONIO, TX

Position in BN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$200,471

-$5,024 QoQ

Shares Held

4,707

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#770

of 931 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

S Harris Financial Group, LLC holds $2,867,242 across 4 Asset Management names. BN ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	86,020	$1,250,730
2	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	122,010	$1,196,918
3	STT	State Street Corp	1,292	$219,123
4	BN	BROOKFIELD Corp /ON/ This page	4,707	$200,471

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,471	4,707	+5.1%	Shares	Sole	2026-07-24
2025-12-31	$205,495	4,478	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.