Corus Family Wealth Advisors BN BROOKFIELD CORP

Ownership history in Corus Family Wealth Advisors  ·  9 quarters on record

AI Ownership Summary

Corus Family Wealth Advisors reported BROOKFIELD CORP (BN) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.63% in 2024 Q4. The latest visible filing shows BN at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corus Family Wealth Advisors's position in BROOKFIELD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BN was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Corus Family Wealth Advisors held BN — position size vs. price
% of Fund (quarterly)    BN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,057 -315 -2.4% 0.43% $528K 2026-04-29 $43.10
2025 Q4 ADDED 13,372 +4,124 +44.6% 0.49% $614K 2026-02-04 $45.73
2025 Q3 REDUCED 12.0% +2.4% 9,248 -1,261 -12.0% 0.47% $634K 2025-11-18 $43.23
2025 Q2 REDUCED 17.6% +11.9% 10,509 -2,237 -17.6% 0.46% $650K 2025-07-29 $44.92
2025 Q1 REDUCED 22.2% +18.2% 12,746 -3,628 -22.2% 0.46% $668K 2025-05-07 $36.98
2024 Q4 ADDED 16,374 +100 +0.6% 0.63% $941K 2025-01-31 $40.42
2024 Q3 ADDED 16,274 +16,271 +542366.7% 0.62% $865K 2024-10-18 $37.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Corus Family Wealth Advisors and BN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corus Family Wealth Advisors reported owning BN?

Corus Family Wealth Advisors reported BN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BN position in Corus Family Wealth Advisors's portfolio?

The largest reported portfolio weight for BN was 0.63% in 2024 Q4.

What is the latest reported BN position on this page?

The most recent filing on this page is 2026 Q1, when Corus Family Wealth Advisors reported 13,057 shares, equal to 0.43% of portfolio, with an estimated market value of $528K.

What does the chart on this BN ownership page compare?

The chart compares Corus Family Wealth Advisors's quarterly BN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Corus Family Wealth Advisors time their BN position?

Based on 13F filing dates vs. subsequent BN price moves, Corus Family Wealth Advisors correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on BN relative to SPY over the holding period was -13.3%.

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