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Brookfield Wealth Solutions Ltd. hedge fund holdings

BNTNYSE
$36.92+0.57 (+1.57%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BNT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-18.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252024$40.9M$20.1M102Aug 14, 2025
Q3 20253830$30.7M$56.7M117Nov 14, 2025
Q4 20252543$20.4M$22.2M103Feb 14, 2026
Q1 20263125$24.2M$10.6M102May 15, 2026
Q2 20262931$15.2M$42.1M105Aug 14, 2026

Quarterly action breakdown

Q2 2026
105 filers
New position
12
$4.7M+110K sh
Increased
17
$10.5M+247K sh
Reduced
22
-$28M-656K sh
Out / sold
9
-$14.2M-332K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Montrusco Bolton Investments Inc.Reduce 41.71%-$5.46M$7.63M0.12%Jul 21, 2026
Ci Investments Inc.Reduce 67.24%-$5.46M$2.66M0.01%Aug 13, 2026
Canada Pension Plan Investment BoardAdded 13.29%+$1.22M$10.4M0.01%Aug 14, 2026
Cibc World Market Inc.Added 23.28%+$443K$2.34M0.00%Aug 13, 2026
OssiamReduce 53.67%-$330K$285K0.00%Aug 13, 2026
Sequoia Financial Advisors, LLCReduce 37.82%-$235K$386K0.00%Jul 17, 2026
Becker Capital Management IncNew Buy+$202K$202K0.01%Jul 31, 2026
Schwartz Investment Counsel IncAdded 4.07%+$152K$3.88M0.13%Jul 27, 2026
Leavell Investment Management, Inc.Reduce 2.38%-$37.4K$1.53M0.06%Jul 21, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 3.41%-$35.9K$1.02M0.00%Aug 13, 2026
Scotia Capital Inc.Reduce 10.41%-$35.9K$309K0.00%Aug 11, 2026
Northwest & Ethical Investments L.P.Added 40.57%+$31.5K$109K0.00%Aug 13, 2026
Bruni J V & CoReduce 2.53%-$7.55K$291K0.03%Aug 10, 2026
Cornerstone Financial Management LLCAdded 116.09%+$4.31K$8.02K0.01%Aug 28, 2026
Bessemer Group IncReduce 15.83%-$1.69K$9K0.00%Aug 12, 2026
Aviso Financial Inc.Reduce 85.00%-$720$1270.00%Aug 13, 2026
StrongBox Wealth, LLCNew Buy+$128$1280.00%Jul 23, 2026
Lanark Financial, Inc.Reduce 0.08%-$85$108K0.01%Jul 21, 2026
IFG Advisory, LLCNew Buy+$43$430.00%Aug 14, 2026
LRI Investments, LLCNew Buy+$43$430.00%Jul 14, 2026
Louisbourg Investments Inc.Added 1.89%+$43$2.3K0.00%Jul 23, 2026
Scarborough Advisors, LLCSell 100%-$42$00.00%Jul 21, 2026
Nemes Rush Group LLCSell 100%-$41$00.00%Aug 14, 2026

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