IRAG
BNT

Investment Research & Advisory Group’s Brookfield Wealth Solutions BNT Stock Holding History

Investment Research & Advisory Group’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 		$26.3K Hold
587
– – 0.01% 178
2026
Q1 		$26K Hold
587
– – 0.01% 160
2025
Q4 		$30.6K Sell
587
-283
-33% -$12.9K 0.01% 145
2025
Q3 		$33.2K Hold
870
– – 0.01% 129
2025
Q2 		$32.2K Hold
870
– – 0.01% 123
2025
Q1 		$28.2K Hold
870
– – 0.01% 133
2024
Q4 		$31.5K Hold
870
– – 0.01% 120
2024
Q3 		$27.5K Hold
870
– – 0.01% 120
2024
Q2 		$22.1K Hold
870
– – 0.01% 123
2024
Q1 		$24.4K Hold
870
– – 0.01% 121
2023
Q4 		$23.3K Hold
870
– – 0.01% 119
2023
Q3 		$19.3K Hold
870
– – 0.01% 125
2023
Q2 		$18.9K Hold
870
– – 0.01% 134
2023
Q1 		$19K Hold
870
– – 0.01% 119
2022
Q4 		$16.7K Sell
870
-2,505
-74% -$66.6K 0.01% 121
2022
Q3 		$92K Hold
3,375
– – 0.07% 75
2022
Q2 		$100K Hold
3,375
– – 0.07% 78
2022
Q1 		$127K Hold
3,375
– – 0.08% 74
2021
Q4 		$136K Buy
+3,375
New +$136K 0.08% 71

Other funds holding BNT

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SC
Searle & Co Greenwich, Connecticut $445M AUM 41.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Investment Research & Advisory Group's BNT Position: Q2 2026 in Review

Investment Research & Advisory Group held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 587 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #178.

Investment Research & Advisory Group first reported a position in BNT in Q4 2021 and has held it in 19 quarters since. The position peaked at $136K in Q4 2021. 24 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Investment Research & Advisory Group held 587 shares of Brookfield Wealth Solutions worth $26.3K as of Q2 2026.
  • Investment Research & Advisory Group left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #178 holding.
  • Investment Research & Advisory Group first reported a position in Brookfield Wealth Solutions in Q4 2021 and has held it in 19 quarters since.
  • Investment Research & Advisory Group's Brookfield Wealth Solutions position peaked at $136K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.