NC
BNT

NewSquare Capital’s Brookfield Wealth Solutions BNT Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-68
Closed -$2.78K – 1292
2025
Q2 		$2.78K Buy
+68
New +$2.52K ﹤0.01% 910

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewSquare Capital's BNT Position: Q3 2025 in Review

NewSquare Capital sold out of Brookfield Wealth Solutions (BNT) in Q3 2025, closing a stake of 68 shares — an estimated $2.78K sold.

NewSquare Capital first reported a position in BNT in Q2 2025 and held it in 1 quarter. The position peaked at $2.78K in Q2 2025. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

  • NewSquare Capital reported no remaining Brookfield Wealth Solutions position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 68 Brookfield Wealth Solutions shares in Q3 2025, an estimated $2.78K.
  • NewSquare Capital first reported a position in Brookfield Wealth Solutions in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's Brookfield Wealth Solutions position peaked at $2.78K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.