SFA
BNT

Sequoia Financial Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Sequoia Financial Advisors’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
Q2 		$386K Sell
9,054
-5,508
-38% -$247K ﹤0.01% 1508
2026
Q1 		$603K Buy
14,562
+9,827
+208% +$443K ﹤0.01% 1168
2025
Q4 		$218K Sell
4,735
-40
-0.8% -$1.82K ﹤0.01% 1761
2025
Q3 		$218K Buy
+4,775
New +$212K ﹤0.01% 1587

Other funds holding BNT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sequoia Financial Advisors's BNT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Wealth Solutions (BNT) stake by 38% in Q2 2026, selling an estimated $247K and leaving 9,054 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Sequoia Financial Advisors first reported a position in BNT in Q3 2025 and has held it in 4 quarters since. The position peaked at $603K in Q1 2026. 5 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Sequoia Financial Advisors held 9,054 shares of Brookfield Wealth Solutions worth $386K as of Q2 2026.
  • Sequoia Financial Advisors sold 5,508 Brookfield Wealth Solutions shares in Q2 2026, an estimated $247K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1508 holding.
  • Sequoia Financial Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Brookfield Wealth Solutions position peaked at $603K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.