Raymond James Financial
BNT

Raymond James Financial’s Brookfield Wealth Solutions BNT Stock Holding History

Raymond James Financial’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
-401
Closed -$16.5K – 6930
2025
Q2 		$16.5K Buy
+401
New +$14.9K ﹤0.01% 5683

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

Raymond James Financial's BNT Position: Q3 2025 in Review

Raymond James Financial sold out of Brookfield Wealth Solutions (BNT) in Q3 2025, closing a stake of 401 shares — an estimated $16.5K sold.

Raymond James Financial first reported a position in BNT in Q2 2025 and held it in 1 quarter. The position peaked at $16.5K in Q2 2025. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

  • Raymond James Financial reported no remaining Brookfield Wealth Solutions position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 401 Brookfield Wealth Solutions shares in Q3 2025, an estimated $16.5K.
  • Raymond James Financial first reported a position in Brookfield Wealth Solutions in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Brookfield Wealth Solutions position peaked at $16.5K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.