Cowen and Company’s Brookfield Wealth Solutions BNT Stock Holding History

Cowen and Company’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	–	Sell	-76,328	Closed	-$2.71M	–	401
2024 Q3	$2.71M	Hold	76,328	–	–	0.09%	95
2024 Q2	$2.12M	Buy	76,328 +1,500	+2%	+$41.7K	0.06%	115
2024 Q1	$2.08M	Hold	74,828	–	–	0.08%	117
2023 Q4	$2.01M	Buy	74,828 +16,878	+29%	+$383K	0.13%	115
2023 Q3	$1.22M	Sell	57,950 -25,183	-30%	-$571K	0.09%	131
2023 Q2	$1.88M	Sell	83,133 -172,214	-67%	-$3.68M	0.16%	105
2023 Q1	$5.61M	Sell	255,347 -23,403	-8%	-$528K	0.66%	34
2022 Q4	$5.81M	Buy	278,750 +24,156	+9%	+$642K	0.61%	30
2022 Q3	$6.94M	Buy	254,594 +16,875	+7%	+$541K	0.66%	34
2022 Q2	$7.07M	Buy	237,719 +177,087	+292%	+$5.88M	0.68%	34
2022 Q1	$2.31M	Buy	+60,632	New	+$2.29M	0.22%	62
2021 Q3	–	Sell	-37,500	Closed	-$1.3M	–	721
2021 Q2	$1.3M	Buy	+37,500	New	+$1.43M	0.07%	109

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $6.46B AUM 26.7% 1-Year Est. Return

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

Cowen and Company's BNT Position: Q4 2024 in Review

Cowen and Company sold out of Brookfield Wealth Solutions (BNT) in Q4 2024, closing a stake of 76,328 shares — an estimated $2.71M sold.

Cowen and Company first reported a position in BNT in Q2 2021 and held it in 12 quarters. The position peaked at $7.07M in Q2 2022. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

Cowen and Company reported no remaining Brookfield Wealth Solutions position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 76,328 Brookfield Wealth Solutions shares in Q4 2024, an estimated $2.71M.
Cowen and Company first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 12 quarters.
Cowen and Company's Brookfield Wealth Solutions position peaked at $7.07M in Q2 2022.
106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.