Guardian Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Guardian 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 Q3	$23K	Buy	+626	New	+$26K	﹤0.01%	324

Other funds holding BNT

Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Guardian Partners's BNT Position: Q3 2026 in Review

Guardian Partners opened a new position in Brookfield Wealth Solutions (BNT) in Q3 2026: 626 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

11 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

Guardian Partners held 626 shares of Brookfield Wealth Solutions worth $23K as of Q3 2026.
Brookfield Wealth Solutions was a new Guardian Partners position in Q3 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Guardian Partners's portfolio in Q3 2026, its #324 holding.
11 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.