J.V. Bruni & Co
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J.V. Bruni & Co’s Brookfield Wealth Solutions BNT Stock Holding History

J.V. Bruni & Co’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 		$245K Sell
6,699
-129
-2% -$5.35K 0.02% 32
2026
Q2 		$291K Sell
6,828
-177
-3% -$7.93K 0.03% 32
2026
Q1 		$290K Sell
7,005
-150
-2% -$6.76K 0.03% 31
2025
Q4 		$329K Sell
7,155
-2,945
-29% -$134K 0.03% 31
2025
Q3 		$461K Sell
10,100
-1,225
-11% -$54.3K 0.05% 31
2025
Q2 		$466K Sell
11,325
-2,714
-19% -$101K 0.05% 32
2025
Q1 		$488K Sell
14,039
-1,623
-10% -$61.3K 0.06% 31
2024
Q4 		$600K Sell
15,662
-228
-1% -$8.59K 0.07% 31
2024
Q3 		$563K Sell
15,890
-114
-0.7% -$3.6K 0.06% 30
2024
Q2 		$444K Sell
16,004
-78
-0.5% -$2.17K 0.06% 29
2024
Q1 		$448K Sell
16,082
-264
-2% -$7.11K 0.05% 28
2023
Q4 		$440K Sell
16,346
-64
-0.4% -$1.45K 0.05% 29
2023
Q3 		$344K Sell
16,410
-83
-0.5% -$1.88K 0.05% 31
2023
Q2 		$372K Sell
16,493
-96
-0.6% -$2.05K 0.05% 31
2023
Q1 		$365K Sell
16,589
-61
-0.4% -$1.38K 0.05% 31
2022
Q4 		$347K Sell
16,650
-21
-0.1% -$558 0.05% 32
2022
Q3 		$455K Buy
16,671
+1,353
+9% +$43.4K 0.07% 32
2022
Q2 		$455K Sell
15,318
-44
-0.3% -$1.46K 0.07% 32
2022
Q1 		$586K Sell
15,362
-40
-0.3% -$1.51K 0.07% 33
2021
Q4 		$643K Sell
15,402
-8
-0.1% -$321 0.08% 33
2021
Q3 		$571K Sell
15,410
-78
-0.5% -$2.94K 0.07% 33
2021
Q2 		$537K Buy
+15,488
New +$589K 0.07% 34

Other funds holding BNT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Tandem Capital Management
Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

J.V. Bruni & Co's BNT Position: Q3 2026 in Review

J.V. Bruni & Co reduced its Brookfield Wealth Solutions (BNT) stake by 1.9% in Q3 2026, selling an estimated $5.35K and leaving 6,699 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #32.

J.V. Bruni & Co first reported a position in BNT in Q2 2021 and has held it in 22 quarters since. The position peaked at $643K in Q4 2021. 86 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

  • J.V. Bruni & Co held 6,699 shares of Brookfield Wealth Solutions worth $245K as of Q3 2026.
  • J.V. Bruni & Co sold 129 Brookfield Wealth Solutions shares in Q3 2026, an estimated $5.35K.
  • Brookfield Wealth Solutions made up 0.02% of J.V. Bruni & Co's portfolio in Q3 2026, its #32 holding.
  • J.V. Bruni & Co first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 22 quarters since.
  • J.V. Bruni & Co's Brookfield Wealth Solutions position peaked at $643K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on J.V. Bruni & Co's 13F filing for Q3 2026, filed 5 Nov 2026.