SEC 13F Intelligence

Triangle Securities Wealth Management / BN

Triangle Securities Wealth Management’s Brookfield Corp Position

Does Triangle Securities Wealth Management own Brookfield Corp (BN)? Yes — 157.3K shares worth $7M (+1.33% of its 13F portfolio) as of Q2 2026, up from 154.7K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
157.3K
% of Portfolio
+1.33%
Quarters Held
9
currently held

Position History BN

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $6MQ2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026157.3K$7M+1.33%
Q1 2026154.7K$6M+1.42%
Q4 2025149.1K$7M+1.44%
Q3 202599.1K$7M+1.54%
Q2 202597.5K$6M+1.48%
Q1 202595.6K$5M+1.29%
Q4 202490.1K$5M+1.33%
Q3 202481.1K$4M+1.11%
Q2 202436.3K$2M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of BN.