Mitsubishi UFJ Trust & Banking’s Brookfield Wealth Solutions BNT Stock Holding History

Mitsubishi UFJ Trust & Banking’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
2024 Q4	–	Sell	-3,450	Closed	-$122K	–	1096
2024 Q3	$122K	Buy	+3,450	New	+$109K	﹤0.01%	1038
2021 Q4	–	Sell	-24	Closed	-$1K	–	1390
2021 Q3	$1K	Sell	24 -81	-77%	-$3.05K	﹤0.01%	1370
2021 Q2	$4K	Buy	+105	New	+$3.99K	﹤0.01%	1364

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $6.61B AUM 19.21% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking's BNT Position: Q4 2024 in Review

Mitsubishi UFJ Trust & Banking sold out of Brookfield Wealth Solutions (BNT) in Q4 2024, closing a stake of 3,450 shares — an estimated $122K sold.

Mitsubishi UFJ Trust & Banking first reported a position in BNT in Q2 2021 and held it in 3 quarters. The position peaked at $122K in Q3 2024. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

Mitsubishi UFJ Trust & Banking reported no remaining Brookfield Wealth Solutions position as of Q4 2024 after selling out during the quarter.
Mitsubishi UFJ Trust & Banking sold 3,450 Brookfield Wealth Solutions shares in Q4 2024, an estimated $122K.
Mitsubishi UFJ Trust & Banking first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 3 quarters.
Mitsubishi UFJ Trust & Banking's Brookfield Wealth Solutions position peaked at $122K in Q3 2024.
106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q4 2024, filed 12 Feb 2025.