David Shaw’s Brookfield Wealth Solutions BNT Stock Holding History

David Shaw’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 Q2	$1.13M	Buy	+26,598	New	+$1.19M	﹤0.01%	3663
2025 Q3	–	Sell	-12,698	Closed	-$524K	–	5001
2025 Q2	$524K	Buy	+12,698	New	+$470K	﹤0.01%	3623
2024 Q4	–	Sell	-13,748	Closed	-$488K	–	4973
2024 Q3	$488K	Sell	13,748 -27,900	-67%	-$880K	﹤0.01%	3719
2024 Q2	$1.16M	Buy	41,648 +7,950	+24%	+$221K	﹤0.01%	3089
2024 Q1	$945K	Hold	33,698	–	–	﹤0.01%	3127
2023 Q4	$898K	Buy	33,698 +3,900	+13%	+$88.6K	﹤0.01%	3208
2023 Q3	$621K	Buy	29,798 +8,250	+38%	+$187K	﹤0.01%	3339
2023 Q2	$486K	Hold	21,548	–	–	﹤0.01%	3433
2023 Q1	$470K	Buy	21,548 +8,400	+64%	+$190K	﹤0.01%	3579
2022 Q4	$274K	Buy	+13,148	New	+$350K	﹤0.01%	4127
2022 Q1	–	Sell	-11,502	Closed	-$482K	–	6016
2021 Q4	$482K	Buy	+11,502	New	+$462K	﹤0.01%	4425

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

David Shaw's BNT Position: Q2 2026 in Review

David Shaw opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2026: 26,598 shares worth $1.13M. The stake represents ﹤0.01% of the portfolio and ranks #3663 among its holdings. This is a return to the name: David Shaw previously reported a position in BNT as recently as Q2 2025.

David Shaw first reported a position in BNT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2024. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

David Shaw held 26,598 shares of Brookfield Wealth Solutions worth $1.13M as of Q2 2026.
Brookfield Wealth Solutions was a new David Shaw position in Q2 2026.
Brookfield Wealth Solutions made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3663 holding.
David Shaw first reported a position in Brookfield Wealth Solutions in Q4 2021 and has held it in 11 quarters since.
David Shaw's Brookfield Wealth Solutions position peaked at $1.16M in Q2 2024.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.