Root Financial Partners
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Root Financial Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Root Financial Partners’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
Q3 		$37 Buy
+1
New +$41 ﹤0.01% 3749
2026
Q2 		– Sell
-1
Closed -$41 – 3354
2026
Q1 		$41 Buy
+1
New +$45 ﹤0.01% 3397

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Dimensional Fund Advisors
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Geode Capital Management
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CIBC World Market
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Leavell Investment Management
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Searle & Co
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Root Financial Partners's BNT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brookfield Wealth Solutions (BNT) in Q3 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #3749 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BNT as recently as Q1 2026.

Root Financial Partners first reported a position in BNT in Q1 2026 and has held it in 2 quarters since. The position peaked at $41 in Q1 2026. 54 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

  • Root Financial Partners held 1 share of Brookfield Wealth Solutions worth $37 as of Q3 2026.
  • Brookfield Wealth Solutions was a new Root Financial Partners position in Q3 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3749 holding.
  • Root Financial Partners first reported a position in Brookfield Wealth Solutions in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Brookfield Wealth Solutions position peaked at $41 in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.