JO
BNT

John Overdeck’s Brookfield Wealth Solutions BNT Stock Holding History

John Overdeck’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 		$1.23M Buy
28,759
+18,667
+185% +$837K ﹤0.01% 3452
2026
Q1 		$418K Buy
+10,092
New +$454K ﹤0.01% 3847
2024
Q3 		– Sell
-36,060
Closed -$1,000K – 3390
2024
Q2 		$1,000K Buy
36,060
+1,800
+5% +$50K ﹤0.01% 1986
2024
Q1 		$954K Sell
34,260
-9,150
-21% -$246K ﹤0.01% 1986
2023
Q4 		$1.17M Buy
43,410
+7,500
+21% +$170K ﹤0.01% 1986
2023
Q3 		$753K Buy
35,910
+17,700
+97% +$401K ﹤0.01% 2086
2023
Q2 		$411K Sell
18,210
-46,962
-72% -$1M ﹤0.01% 2407
2023
Q1 		$1.43M Buy
65,172
+20,982
+47% +$474K ﹤0.01% 1641
2022
Q4 		$922K Buy
44,190
+16,140
+58% +$429K ﹤0.01% 1730
2022
Q3 		$765K Sell
28,050
-34,200
-55% -$1.1M ﹤0.01% 1582
2022
Q2 		$1.85M Sell
62,250
-31,950
-34% -$1.06M 0.01% 1247
2022
Q1 		$3.59M Sell
94,200
-9,000
-9% -$339K 0.01% 1086
2021
Q4 		$4.31M Sell
103,200
-1,650
-2% -$66.3K 0.01% 1284
2021
Q3 		$3.88M Buy
104,850
+97,348
+1,298% +$3.67M 0.01% 1425
2021
Q2 		$260K Buy
+7,502
New +$285K ﹤0.01% 3611

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

John Overdeck's BNT Position: Q2 2026 in Review

John Overdeck increased its Brookfield Wealth Solutions (BNT) stake by 185% in Q2 2026, buying an estimated $837K and bringing the position to 28,759 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

John Overdeck first reported a position in BNT in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.31M in Q4 2021. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • John Overdeck held 28,759 shares of Brookfield Wealth Solutions worth $1.23M as of Q2 2026.
  • John Overdeck bought 18,667 Brookfield Wealth Solutions shares in Q2 2026, an estimated $837K.
  • Brookfield Wealth Solutions made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3452 holding.
  • John Overdeck first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 15 quarters since.
  • John Overdeck's Brookfield Wealth Solutions position peaked at $4.31M in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.