Bank of Montreal’s Brookfield Wealth Solutions BNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.06M Buy
95,451
+46,356
+94% +$2.08M ﹤0.01% 1456
2026
Q1
$2.04M Buy
49,095
+30,233
+160% +$1.36M ﹤0.01% 1661
2025
Q4
$868K Sell
18,862
-93,913
-83% -$4.28M ﹤0.01% 2052
2025
Q3
$5.15M Sell
112,775
-90
-0.1% -$3.99K ﹤0.01% 1274
2025
Q2
$4.65M Sell
112,865
-319,563
-74% -$11.8M ﹤0.01% 1273
2025
Q1
$15.1M Buy
432,428
+426
+0.1% +$16.1K 0.01% 802
2024
Q4
$16.5M Buy
+432,002
New +$16.3M 0.01% 812
2024
Q3
Sell
-105,672
Closed -$2.93M 4318
2024
Q2
$2.93M Sell
105,672
-854
-0.8% -$23.7K ﹤0.01% 1491
2024
Q1
$3.01M Sell
106,526
-1,336
-1% -$36K ﹤0.01% 1436
2023
Q4
$2.92M Sell
107,862
-479
-0.4% -$10.9K ﹤0.01% 1513
2023
Q3
$2.67M Sell
108,341
-2,251
-2% -$51K ﹤0.01% 1561
2023
Q2
$2.49M Sell
110,592
-7,400
-6% -$158K ﹤0.01% 1688
2023
Q1
$2.59M Sell
117,992
-10,375
-8% -$234K ﹤0.01% 1567
2022
Q4
$2.74M Sell
128,367
-13,178
-9% -$350K ﹤0.01% 1639
2022
Q3
$4.54K Sell
141,545
-1,429
-1% -$45.8K ﹤0.01% 1402
2022
Q2
$4.34K Sell
142,974
-67,662
-32% -$2.25M ﹤0.01% 1503
2022
Q1
$8.82M Buy
210,636
+66,253
+46% +$2.5M ﹤0.01% 1209
2021
Q4
$6.11M Sell
144,383
-9,105
-6% -$366K ﹤0.01% 1151
2021
Q3
$6.12M Sell
153,488
-341,023
-69% -$12.9M ﹤0.01% 1532
2021
Q2
$18.8M Buy
+494,511
New +$18.8M 0.01% 930

Other funds holding BNT

Bank of Montreal's BNT Position: Q2 2026 in Review

Bank of Montreal increased its Brookfield Wealth Solutions (BNT) stake by 94% in Q2 2026, buying an estimated $2.08M and bringing the position to 95,451 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Bank of Montreal first reported a position in BNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.8M in Q2 2021. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Bank of Montreal held 95,451 shares of Brookfield Wealth Solutions worth $4.06M as of Q2 2026.
  • Bank of Montreal bought 46,356 Brookfield Wealth Solutions shares in Q2 2026, an estimated $2.08M.
  • Brookfield Wealth Solutions made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1456 holding.
  • Bank of Montreal first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 20 quarters since.
  • Bank of Montreal's Brookfield Wealth Solutions position peaked at $18.8M in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.