Morgan Stanley
BNT

Morgan Stanley’s Brookfield Wealth Solutions BNT Stock Holding History

Morgan Stanley’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
Q1 		$1.22M Buy
29,375
+23,078
+366% +$1.04M ﹤0.01% 5042
2025
Q4 		$289K Sell
6,297
-13,095
-68% -$597K ﹤0.01% 5769
2025
Q3 		$885K Sell
19,392
-5,886
-23% -$261K ﹤0.01% 5232
2025
Q2 		$1.04M Buy
25,278
+177
+0.7% +$6.56K ﹤0.01% 5073
2025
Q1 		$873K Sell
25,101
-3,756
-13% -$142K ﹤0.01% 5066
2024
Q4 		$1.11M Sell
28,857
-3,816
-12% -$144K ﹤0.01% 5037
2024
Q3 		$1.16M Buy
32,673
+13,204
+68% +$417K ﹤0.01% 4967
2024
Q2 		$540K Buy
19,469
+11,031
+131% +$307K ﹤0.01% 5259
2024
Q1 		$235K Sell
8,438
-20,254
-71% -$545K ﹤0.01% 5679
2023
Q4 		$772K Buy
28,692
+14,545
+103% +$330K ﹤0.01% 5426
2023
Q3 		$297K Sell
14,147
-3,658
-21% -$82.9K ﹤0.01% 5405
2023
Q2 		$402K Sell
17,805
-17,690
-50% -$378K ﹤0.01% 5322
2023
Q1 		$780K Buy
35,495
+18,959
+115% +$428K ﹤0.01% 5008
2022
Q4 		$345K Sell
16,536
-149,351
-90% -$3.97M ﹤0.01% 5423
2022
Q3 		$4.52M Buy
165,887
+19,656
+13% +$630K ﹤0.01% 3780
2022
Q2 		$4.35M Sell
146,231
-5,179
-3% -$172K ﹤0.01% 3885
2022
Q1 		$5.77M Sell
151,410
-102,177
-40% -$3.85M ﹤0.01% 3534
2021
Q4 		$10.6M Buy
253,587
+31,879
+14% +$1.28M ﹤0.01% 2893
2021
Q3 		$8.21M Buy
221,708
+120,416
+119% +$4.54M ﹤0.01% 3123
2021
Q2 		$3.51M Buy
+101,292
New +$3.85M ﹤0.01% 4140

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return