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
2026 Q2	$9.17K	Buy	+215	New	+$9.64K	﹤0.01%	3438
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 $9.8B 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

Global Retirement Partners's BNT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2026: 215 shares worth $9.17K. The stake represents ﹤0.01% of the portfolio and ranks #3438 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BNT as recently as Q4 2025.

Global Retirement Partners first reported a position in BNT in Q3 2023 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Global Retirement Partners held 215 shares of Brookfield Wealth Solutions worth $9.17K as of Q2 2026.
Brookfield Wealth Solutions was a new Global Retirement Partners position in Q2 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3438 holding.
Global Retirement Partners first reported a position in Brookfield Wealth Solutions in Q3 2023 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.