SMP
BNT

Santa Monica Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Santa Monica 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
Q1 		$287K Hold
6,904
– – 0.16% 13
2025
Q4 		$318K Sell
6,904
-1
-0% -$46 0.19% 13
2025
Q3 		$315K Hold
6,905
– – 0.18% 13
2025
Q2 		$285K Hold
6,905
– – 0.17% 13
2025
Q1 		$241K Hold
6,905
– – 0.13% 13
2024
Q4 		$265K Hold
6,905
– – 0.14% 16
2024
Q3 		$245K Buy
+6,905
New +$218K 0.14% 16

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Santa Monica Partners's BNT Position: Q1 2026 in Review

Santa Monica Partners held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 6,904 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #13.

Santa Monica Partners first reported a position in BNT in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Santa Monica Partners held 6,904 shares of Brookfield Wealth Solutions worth $287K as of Q1 2026.
  • Santa Monica Partners left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
  • Brookfield Wealth Solutions made up 0.16% of Santa Monica Partners's portfolio in Q1 2026, its #13 holding.
  • Santa Monica Partners first reported a position in Brookfield Wealth Solutions in Q3 2024 and has held it in 7 quarters since.
  • Santa Monica Partners's Brookfield Wealth Solutions position peaked at $318K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Santa Monica Partners's 13F filing for Q1 2026, filed 14 May 2026.