Louisbourg Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Louisbourg Investments’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	$2.3K	Buy	54 +1	+2%	+$45	﹤0.01%	193
2026 Q1	$2.2K	Hold	53	–	–	﹤0.01%	198
2025 Q4	$2.44K	Sell	53 -1	-2%	-$46	﹤0.01%	190
2025 Q3	$2.47K	Sell	54 -5	-8%	-$222	﹤0.01%	184
2025 Q2	$2.41K	Hold	59	–	–	﹤0.01%	182
2025 Q1	$2.04K	Buy	+59	New	+$2.23K	﹤0.01%	163

Other funds holding BNT

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Louisbourg Investments's BNT Position: Q2 2026 in Review

Louisbourg Investments increased its Brookfield Wealth Solutions (BNT) stake by 1.9% in Q2 2026, buying an estimated $45 and bringing the position to 54 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Louisbourg Investments first reported a position in BNT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.47K in Q3 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Louisbourg Investments held 54 shares of Brookfield Wealth Solutions worth $2.3K as of Q2 2026.
Louisbourg Investments bought 1 Brookfield Wealth Solutions share in Q2 2026, an estimated $45.
Brookfield Wealth Solutions made up ﹤0.01% of Louisbourg Investments's portfolio in Q2 2026, its #193 holding.
Louisbourg Investments first reported a position in Brookfield Wealth Solutions in Q1 2025 and has held it in 6 quarters since.
Louisbourg Investments's Brookfield Wealth Solutions position peaked at $2.47K in Q3 2025.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.