TCM
BNT

Tandem Capital Management’s Brookfield Wealth Solutions BNT Stock Holding History

Tandem Capital 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
2026
Q1 		$6.23M Sell
150,475
-4,087
-3% -$184K 3.12% 5
2025
Q4 		$7.1M Sell
154,562
-6,055
-4% -$276K 3.23% 4
2025
Q3 		$7.33M Sell
160,617
-1,494
-0.9% -$66.2K 3.41% 4
2025
Q2 		$6.68M Sell
162,111
-240
-0.1% -$8.89K 3.38% 4
2025
Q1 		$5.65M Hold
162,351
– – 3.16% 4
2024
Q4 		$6.22M Sell
162,351
-480
-0.3% -$18.1K 3.33% 5
2024
Q3 		$5.77M Buy
162,831
+132,082
+430% +$4.17M 3.04% 6
2024
Q2 		$881K Buy
30,749
+750
+3% +$20.8K 0.48% 58
2024
Q1 		$836K Buy
29,999
+188
+0.6% +$5.06K 0.47% 61
2023
Q4 		$802K Sell
29,811
-75
-0.3% -$1.7K 0.5% 59
2023
Q3 		$627K Sell
29,886
-1,107
-4% -$25.1K 0.43% 62
2023
Q2 		$700K Sell
30,993
-4,529
-13% -$96.9K 0.46% 57
2023
Q1 		$781K Sell
35,522
-931
-3% -$21K 0.55% 53
2022
Q4 		$760K Sell
36,453
-10,242
-22% -$272K 0.6% 50
2022
Q3 		$1.19M Buy
46,695
+1,243
+3% +$39.9K 1% 36
2022
Q2 		$1.35M Sell
45,452
-97
-0.2% -$3.22K 1.08% 33
2022
Q1 		$1.58M Buy
45,549
+150
+0.3% +$5.66K 1.1% 32
2021
Q4 		$1.9M Buy
45,399
+216
+0.5% +$8.68K 1.09% 35
2021
Q3 		$1.67M Buy
+45,183
New +$1.7M 1.05% 36

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 $6.61B AUM 19.21% 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

Tandem Capital Management's BNT Position: Q1 2026 in Review

Tandem Capital Management reduced its Brookfield Wealth Solutions (BNT) stake by 2.6% in Q1 2026, selling an estimated $184K and leaving 150,475 shares worth $6.23M. The position accounts for 3.12% of the portfolio, ranked #5.

Tandem Capital Management first reported a position in BNT in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.33M in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Tandem Capital Management held 150,475 shares of Brookfield Wealth Solutions worth $6.23M as of Q1 2026.
  • Tandem Capital Management sold 4,087 Brookfield Wealth Solutions shares in Q1 2026, an estimated $184K.
  • Brookfield Wealth Solutions made up 3.12% of Tandem Capital Management's portfolio in Q1 2026, its #5 holding.
  • Tandem Capital Management first reported a position in Brookfield Wealth Solutions in Q3 2021 and has held it in 19 quarters since.
  • Tandem Capital Management's Brookfield Wealth Solutions position peaked at $7.33M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.