MBI
BNT

Montrusco Bolton Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Montrusco Bolton 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 		$7.63M Sell
179,200
-128,208
-42% -$5.75M 0.12% 62
2026
Q1 		$12.7M Buy
307,408
+72,434
+31% +$3.26M 0.19% 49
2025
Q4 		$10.8M Buy
234,974
+33,318
+17% +$1.52M 0.14% 57
2025
Q3 		$9.22M Sell
201,656
-327
-0.2% -$14.5K 0.11% 62
2025
Q2 		$8.31M Sell
201,983
-50,964
-20% -$1.89M 0.09% 66
2025
Q1 		$8.81M Buy
252,947
+25,485
+11% +$962K 0.12% 50
2024
Q4 		$8.72M Buy
227,462
+16,596
+8% +$625K 0.11% 50
2024
Q3 		$7.49M Buy
210,866
+2,567
+1% +$81K 0.08% 50
2024
Q2 		$5.78M Sell
208,299
-21,761
-9% -$605K 0.06% 51
2024
Q1 		$6.46M Sell
230,060
-1,221
-0.5% -$32.9K 0.07% 52
2023
Q4 		$6.2M Sell
231,281
-122,415
-35% -$2.78M 0.08% 52
2023
Q3 		$7.4M Buy
353,696
+162,606
+85% +$3.69M 0.11% 50
2023
Q2 		$4.31M Sell
191,090
-251,112
-57% -$5.37M 0.07% 53
2023
Q1 		$9.63M Buy
442,202
+29,640
+7% +$669K 0.2% 46
2022
Q4 		$8.59M Buy
412,562
+347,375
+533% +$9.24M 0.2% 51
2022
Q3 		$1.79M Sell
65,187
-417
-0.6% -$13.4K 0.05% 58
2022
Q2 		$1.94M Buy
+65,604
New +$2.18M 0.05% 58
2021
Q3 		– Sell
-22,232
Closed -$817K – 66
2021
Q2 		$817K Buy
+22,232
New +$845K 0.02% 63

Other funds holding BNT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SC
Searle & Co Greenwich, Connecticut $445M AUM 41.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Montrusco Bolton Investments's BNT Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Brookfield Wealth Solutions (BNT) stake by 42% in Q2 2026, selling an estimated $5.75M and leaving 179,200 shares worth $7.63M. The position accounts for 0.12% of the portfolio, ranked #62.

Montrusco Bolton Investments first reported a position in BNT in Q2 2021 and has held it in 18 quarters since. The position peaked at $12.7M in Q1 2026. 37 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Montrusco Bolton Investments held 179,200 shares of Brookfield Wealth Solutions worth $7.63M as of Q2 2026.
  • Montrusco Bolton Investments sold 128,208 Brookfield Wealth Solutions shares in Q2 2026, an estimated $5.75M.
  • Brookfield Wealth Solutions made up 0.12% of Montrusco Bolton Investments's portfolio in Q2 2026, its #62 holding.
  • Montrusco Bolton Investments first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 18 quarters since.
  • Montrusco Bolton Investments's Brookfield Wealth Solutions position peaked at $12.7M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.