AssetMark Inc
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AssetMark Inc’s Brookfield Wealth Solutions BNT Stock Holding History

AssetMark Inc’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
2026
Q3 		$219 Hold
6
– – ﹤0.01% 3593
2026
Q2 		$256 Hold
6
– – ﹤0.01% 3397
2026
Q1 		$248 Buy
+6
New +$270 ﹤0.01% 3297

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Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Searle & Co
Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $167M AUM 26.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

AssetMark Inc's BNT Position: Q3 2026 in Review

AssetMark Inc held its Brookfield Wealth Solutions (BNT) position steady in Q3 2026 at 6 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

AssetMark Inc first reported a position in BNT in Q1 2026 and has held it in 3 quarters since. The position peaked at $256 in Q2 2026. 29 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

  • AssetMark Inc held 6 shares of Brookfield Wealth Solutions worth $219 as of Q3 2026.
  • AssetMark Inc left its Brookfield Wealth Solutions share count unchanged in Q3 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3593 holding.
  • AssetMark Inc first reported a position in Brookfield Wealth Solutions in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Brookfield Wealth Solutions position peaked at $256 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.