Global Retirement Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Global Retirement Partners’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
2025 Q4	$9.05K	Sell	197 -1	-0.5%	-$46	﹤0.01%	3197
2025 Q3	$9.04K	Hold	198	–	–	﹤0.01%	2743
2025 Q2	$8.15K	Buy	+198	New	+$7.33K	﹤0.01%	2703
2024 Q4	$7.58K	Hold	198	–	–	﹤0.01%	2495
2024 Q3	$7.02K	Buy	198 +196	+9,800%	+$6.18K	﹤0.01%	2422
2024 Q2	$42	Hold	2	–	–	﹤0.01%	3495
2024 Q1	$42	Hold	2	–	–	﹤0.01%	3337
2023 Q4	$39	Hold	2	–	–	﹤0.01%	3308
2023 Q3	$30	Buy	+2	New	+$45	﹤0.01%	3215

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Global Retirement Partners's BNT Position: Q4 2025 in Review

Global Retirement Partners reduced its Brookfield Wealth Solutions (BNT) stake by 0.51% in Q4 2025, selling an estimated $46 and leaving 197 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Global Retirement Partners first reported a position in BNT in Q3 2023 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

Global Retirement Partners held 197 shares of Brookfield Wealth Solutions worth $9.05K as of Q4 2025.
Global Retirement Partners sold 1 Brookfield Wealth Solutions share in Q4 2025, an estimated $46.
Brookfield Wealth Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3197 holding.
Global Retirement Partners first reported a position in Brookfield Wealth Solutions in Q3 2023 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.