NIM
BNT

Needham Investment Management’s Brookfield Wealth Solutions BNT Stock Holding History

Needham Investment Management’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
2025
Q2 		– Sell
-12,000
Closed -$417K – 154
2025
Q1 		$417K Hold
12,000
– – 0.04% 143
2024
Q4 		$460K Hold
12,000
– – 0.04% 142
2024
Q3 		$425K Hold
12,000
– – 0.03% 138
2024
Q2 		$333K Hold
12,000
– – 0.03% 139
2024
Q1 		$334K Hold
12,000
– – 0.03% 130
2023
Q4 		$323K Buy
+12,000
New +$273K 0.04% 127

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CI Investments Inc
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Needham Investment Management's BNT Position: Q2 2025 in Review

Needham Investment Management sold out of Brookfield Wealth Solutions (BNT) in Q2 2025, closing a stake of 12,000 shares — an estimated $417K sold.

Needham Investment Management first reported a position in BNT in Q4 2023 and held it in 6 quarters. The position peaked at $460K in Q4 2024. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2025.

  • Needham Investment Management reported no remaining Brookfield Wealth Solutions position as of Q2 2025 after selling out during the quarter.
  • Needham Investment Management sold 12,000 Brookfield Wealth Solutions shares in Q2 2025, an estimated $417K.
  • Needham Investment Management first reported a position in Brookfield Wealth Solutions in Q4 2023 and held it in 6 quarters.
  • Needham Investment Management's Brookfield Wealth Solutions position peaked at $460K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2025.

Based on Needham Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.