Blue Trust Inc’s Brookfield Wealth Solutions BNT Stock Holding History

Blue Trust 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	$256	Buy	+7	New	+$290	﹤0.01%	2351
2025 Q4	–	Sell	-255	Closed	-$11.6K	–	2757
2025 Q3	$11.6K	Buy	+255	New	+$11.3K	﹤0.01%	1825

Other funds holding BNT

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's BNT Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Brookfield Wealth Solutions (BNT) in Q3 2026: 7 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in BNT as recently as Q3 2025.

Blue Trust Inc first reported a position in BNT in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.6K in Q3 2025. 2 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

Blue Trust Inc held 7 shares of Brookfield Wealth Solutions worth $256 as of Q3 2026.
Brookfield Wealth Solutions was a new Blue Trust Inc position in Q3 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2351 holding.
Blue Trust Inc first reported a position in Brookfield Wealth Solutions in Q3 2025 and has held it in 2 quarters since.
Blue Trust Inc's Brookfield Wealth Solutions position peaked at $11.6K in Q3 2025.
2 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.