BFM
BNT

Boston Financial Management’s Brookfield Wealth Solutions BNT Stock Holding History

Boston Financial Management’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
2024
Q4 		$248K Hold
6,480
– – 0.01% 308
2024
Q3 		$230K Buy
+6,480
New +$204K 0.01% 306

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Boston Financial Management's BNT Position: Q4 2024 in Review

Boston Financial Management held its Brookfield Wealth Solutions (BNT) position steady in Q4 2024 at 6,480 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #308.

Boston Financial Management first reported a position in BNT in Q3 2024 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

  • Boston Financial Management held 6,480 shares of Brookfield Wealth Solutions worth $248K as of Q4 2024.
  • Boston Financial Management left its Brookfield Wealth Solutions share count unchanged in Q4 2024.
  • Brookfield Wealth Solutions made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #308 holding.
  • Boston Financial Management first reported a position in Brookfield Wealth Solutions in Q3 2024 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.