SignatureFD’s Brookfield Wealth Solutions BNT Stock Holding History

SignatureFD’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	$37.5K	Sell	1,026 -495	-33%	-$20.5K	﹤0.01%	2126
2026 Q2	$64.9K	Buy	1,521 +517	+51%	+$23.2K	﹤0.01%	1723
2026 Q1	$41.6K	Buy	1,004 +705	+236%	+$31.7K	﹤0.01%	1832
2025 Q4	$13.7K	Buy	299 +279	+1,395%	+$12.7K	﹤0.01%	2286
2025 Q3	$890	Buy	+20	New	+$886	﹤0.01%	3115
2021 Q4	–	Sell	-32	Closed	-$1K	–	3297
2021 Q3	$1K	Sell	32 -76	-70%	-$2.86K	﹤0.01%	2954
2021 Q2	$4K	Buy	+108	New	+$4.11K	﹤0.01%	2393

Other funds holding BNT

Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SignatureFD's BNT Position: Q3 2026 in Review

SignatureFD reduced its Brookfield Wealth Solutions (BNT) stake by 33% in Q3 2026, selling an estimated $20.5K and leaving 1,026 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

SignatureFD first reported a position in BNT in Q2 2021 and has held it in 7 quarters since. The position peaked at $64.9K in Q2 2026. 11 funds tracked by Wall St. Rank hold BNT as of Q3 2026.

SignatureFD held 1,026 shares of Brookfield Wealth Solutions worth $37.5K as of Q3 2026.
SignatureFD sold 495 Brookfield Wealth Solutions shares in Q3 2026, an estimated $20.5K.
Brookfield Wealth Solutions made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2126 holding.
SignatureFD first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 7 quarters since.
SignatureFD's Brookfield Wealth Solutions position peaked at $64.9K in Q2 2026.
11 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.