SHM
BNT

Sagard Holdings Management’s Brookfield Wealth Solutions BNT Stock Holding History

Sagard Holdings 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
Q3 		$1.3K Hold
29
– – 0.01% 105
2025
Q2 		$1.17K Buy
+29
New +$1.07K ﹤0.01% 110

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

Sagard Holdings Management's BNT Position: Q3 2025 in Review

Sagard Holdings Management held its Brookfield Wealth Solutions (BNT) position steady in Q3 2025 at 29 shares worth $1.3K. The position accounts for 0.01% of the portfolio, ranked #105.

Sagard Holdings Management first reported a position in BNT in Q2 2025 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

  • Sagard Holdings Management held 29 shares of Brookfield Wealth Solutions worth $1.3K as of Q3 2025.
  • Sagard Holdings Management left its Brookfield Wealth Solutions share count unchanged in Q3 2025.
  • Brookfield Wealth Solutions made up 0.01% of Sagard Holdings Management's portfolio in Q3 2025, its #105 holding.
  • Sagard Holdings Management first reported a position in Brookfield Wealth Solutions in Q2 2025 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.