Ancora Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Ancora Advisors’s Portfolio BNT Stock Details BNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2	Closed	-$52	–	2055
2025 Q1	$52	Buy	+2	New	+$76	﹤0.01%	1735
2022 Q4	–	Sell	-3	Closed	–	–	1993
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2202
2022 Q2	$0	Sell	3 -2	-40%	-$66	﹤0.01%	2361
2022 Q1	$0	Hold	5	–	–	﹤0.01%	2528
2021 Q4	$0	Sell	5 -34	-87%	-$1.37K	﹤0.01%	2463
2021 Q3	$1K	Sell	39 -287	-88%	-$10.8K	﹤0.01%	2136
2021 Q2	$11K	Buy	+326	New	+$12.4K	﹤0.01%	1511

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Ancora Advisors's BNT Position: Q2 2025 in Review

Ancora Advisors sold out of Brookfield Wealth Solutions (BNT) in Q2 2025, closing a stake of 2 shares — an estimated $52 sold.

Ancora Advisors first reported a position in BNT in Q2 2021 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2025.

Ancora Advisors reported no remaining Brookfield Wealth Solutions position as of Q2 2025 after selling out during the quarter.
Ancora Advisors sold 2 Brookfield Wealth Solutions shares in Q2 2025, an estimated $52.
Ancora Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 7 quarters.
Ancora Advisors's Brookfield Wealth Solutions position peaked at $11K in Q2 2021.
110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2025.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.