Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-5	Closed	-$154	–	571
2025 Q1	$154	Buy	+5	New	+$189	﹤0.01%	557
2021 Q4	–	Sell	-2	Closed	–	–	777
2021 Q3	$0	Buy	+2	New	+$75	﹤0.01%	952

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 $204B AUM 27.99% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TCM

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

Loring Wolcott & Coolidge Fiduciary Advisors's BNT Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brookfield Wealth Solutions (BNT) in Q2 2025, closing a stake of 5 shares — an estimated $154 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BNT in Q3 2021 and held it in 2 quarters. The position peaked at $154 in Q1 2025. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brookfield Wealth Solutions position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5 Brookfield Wealth Solutions shares in Q2 2025, an estimated $154.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brookfield Wealth Solutions in Q3 2021 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Brookfield Wealth Solutions position peaked at $154 in Q1 2025.
110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.