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
Q2 		$1.74M Buy
40,798
+11,423
+39% +$512K ﹤0.01% 4925
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
-5,908
-41% -$159K ﹤0.01% 5679
2023
Q4 		$386K Buy
14,346
+199
+1% +$4.52K ﹤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 $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Morgan Stanley's BNT Position: Q2 2026 in Review

Morgan Stanley increased its Brookfield Wealth Solutions (BNT) stake by 39% in Q2 2026, buying an estimated $512K and bringing the position to 40,798 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

Morgan Stanley first reported a position in BNT in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q4 2021. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Morgan Stanley held 40,798 shares of Brookfield Wealth Solutions worth $1.74M as of Q2 2026.
  • Morgan Stanley bought 11,423 Brookfield Wealth Solutions shares in Q2 2026, an estimated $512K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4925 holding.
  • Morgan Stanley first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Brookfield Wealth Solutions position peaked at $10.6M in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.