LI
BNT

LRI Investments’s Brookfield Wealth Solutions BNT Stock Holding History

LRI 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 		$43 Buy
+1
New +$45 ﹤0.01% 1915

Other funds holding BNT

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

LRI Investments's BNT Position: Q2 2026 in Review

LRI Investments opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2026: 1 share worth $43. The stake represents ﹤0.01% of the portfolio and ranks #1915 among its holdings.

5 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • LRI Investments held 1 share of Brookfield Wealth Solutions worth $43 as of Q2 2026.
  • Brookfield Wealth Solutions was a new LRI Investments position in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1915 holding.
  • 5 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.