SW
BNT

StrongBox Wealth’s Brookfield Wealth Solutions BNT Stock Holding History

StrongBox Wealth’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 		$128 Buy
+3
New +$134 ﹤0.01% 266

Other funds holding BNT

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $324M AUM 22.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

StrongBox Wealth's BNT Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2026: 3 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings.

19 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • StrongBox Wealth held 3 shares of Brookfield Wealth Solutions worth $128 as of Q2 2026.
  • Brookfield Wealth Solutions was a new StrongBox Wealth position in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #266 holding.
  • 19 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.