Kathleen S. Wright Associates’s Brookfield Wealth Solutions BNT Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$2.67K	Hold	59	–	–	﹤0.01%	227
2025 Q2	$2.41K	Hold	59	–	–	﹤0.01%	235
2025 Q1	$2.04K	Hold	59	–	–	﹤0.01%	243
2024 Q4	$2.24K	Sell	59 -19	-24%	-$716	﹤0.01%	248
2024 Q3	$2.76K	Sell	78 -30	-28%	-$946	﹤0.01%	275
2024 Q2	$2.99K	Hold	108	–	–	﹤0.01%	212
2024 Q1	$3.01K	Hold	108	–	–	﹤0.01%	210
2023 Q4	$2.91K	Sell	108 -5	-4%	-$114	﹤0.01%	181
2023 Q3	$2.36K	Hold	113	–	–	﹤0.01%	178
2023 Q2	$2.54K	Sell	113 -93	-45%	-$1.99K	﹤0.01%	158
2023 Q1	$4.52K	Hold	206	–	–	﹤0.01%	148
2022 Q4	$4K	Buy	+206	New	+$5.48K	﹤0.01%	185

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kathleen S. Wright Associates's BNT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Brookfield Wealth Solutions (BNT) position steady in Q3 2025 at 59 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Kathleen S. Wright Associates first reported a position in BNT in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.52K in Q1 2023. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

Kathleen S. Wright Associates held 59 shares of Brookfield Wealth Solutions worth $2.67K as of Q3 2025.
Kathleen S. Wright Associates left its Brookfield Wealth Solutions share count unchanged in Q3 2025.
Brookfield Wealth Solutions made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #227 holding.
Kathleen S. Wright Associates first reported a position in Brookfield Wealth Solutions in Q4 2022 and has held it in 12 quarters since.
Kathleen S. Wright Associates's Brookfield Wealth Solutions position peaked at $4.52K in Q1 2023.
123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.