Jim Simons
BNT

Jim Simons’s Brookfield Wealth Solutions BNT Stock Holding History

Jim Simons’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
Q1 		$524K Buy
12,649
+6,400
+102% +$288K ﹤0.01% 2582
2025
Q4 		$287K Sell
6,249
-9,209
-60% -$420K ﹤0.01% 2779
2025
Q3 		$706K Buy
15,458
+4,208
+37% +$186K ﹤0.01% 2655
2025
Q2 		$463K Sell
11,250
-2,100
-16% -$77.8K ﹤0.01% 2872
2025
Q1 		$464K Hold
13,350
– – ﹤0.01% 2774
2024
Q4 		$511K Buy
13,350
+600
+5% +$22.6K ﹤0.01% 2837
2024
Q3 		$452K Sell
12,750
-7,950
-38% -$251K ﹤0.01% 2834
2024
Q2 		$574K Sell
20,700
-25,793
-55% -$717K ﹤0.01% 2629
2024
Q1 		$1.3M Sell
46,493
-16,050
-26% -$432K ﹤0.01% 2311
2023
Q4 		$1.68M Sell
62,543
-4,950
-7% -$112K ﹤0.01% 2064
2023
Q3 		$1.41M Sell
67,493
-6,457
-9% -$146K ﹤0.01% 2074
2023
Q2 		$1.67M Sell
73,950
-6,900
-9% -$148K ﹤0.01% 2116
2023
Q1 		$1.77M Sell
80,850
-42,900
-35% -$968K ﹤0.01% 2097
2022
Q4 		$2.58M Buy
123,750
+68,250
+123% +$1.82M ﹤0.01% 1920
2022
Q3 		$1.51M Sell
55,500
-2,700
-5% -$86.6K ﹤0.01% 2230
2022
Q2 		$1.73M Sell
58,200
-29,250
-33% -$972K ﹤0.01% 2301
2022
Q1 		$3.33M Buy
87,450
+8,100
+10% +$305K ﹤0.01% 1855
2021
Q4 		$3.32M Buy
79,350
+62,850
+381% +$2.53M ﹤0.01% 1791
2021
Q3 		$610K Buy
+16,500
New +$622K ﹤0.01% 2798

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Jim Simons's BNT Position: Q1 2026 in Review

Jim Simons increased its Brookfield Wealth Solutions (BNT) stake by 102% in Q1 2026, buying an estimated $288K and bringing the position to 12,649 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Jim Simons first reported a position in BNT in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.33M in Q1 2022. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Jim Simons held 12,649 shares of Brookfield Wealth Solutions worth $524K as of Q1 2026.
  • Jim Simons bought 6,400 Brookfield Wealth Solutions shares in Q1 2026, an estimated $288K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2582 holding.
  • Jim Simons first reported a position in Brookfield Wealth Solutions in Q3 2021 and has held it in 19 quarters since.
  • Jim Simons's Brookfield Wealth Solutions position peaked at $3.33M in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.