Position in BN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,011,716
New position
Shares Held
235,072
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
6.38%
of 13F equity value
Holder Rank
#218
of 931 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Daniel Investment Group, Inc. holds $10,011,716 across 1 Asset Management name. BN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
235,072 | $10,011,716 |
All Filings in BN
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,011,716 | 235,072 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||