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BNT
Brookfield Wealth Solutions Ltd.• Financial Services
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
22
Partial Q3 2026
Total 13F value
$25.3M
Filed positions so far
New positions
4
This quarter
Sold positions
6
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Principal Financial Group Inc | $12.1M | 332.6K | 0.01% | -4.3% |
Tandem Capital Management Corp /Adv | $5.4M | 147.7K | 2.39% | -1.3% |
Schwartz Investment Counsel Inc | $3.8M | 103.9K | 0.13% | +14.2% |
Mackenzie Financial Corp | $3.4M | 93.2K | 0.00% | -12.8% |
Santa Monica Partners Lp | $251K | 6.9K | 0.15% | Unchanged |
Farther Finance Advisors, Llc | $110K | 3.0K | 0.00% | +0.1% |
Td Waterhouse Canada Inc. | $97K | 2.7K | 0.00% | +30.1% |
Lanark Financial, Inc. | $93K | 2.5K | 0.01% | +0.1% |
Signaturefd, Llc | $37K | 1.0K | 0.00% | -32.5% |
Guardian Partners Inc. | $23K | 626 | 0.00% | New Position |
Cassaday & Co Wealth Management Llc | $11K | 310 | 0.00% | Unchanged |
Louisbourg Investments Inc. | $2K | 54 | 0.00% | Unchanged |
Provenance Wealth Advisors, Llc | $876 | 24 | 0.00% | New Position |
Investment Research & Advisory Group, Inc. | $803 | 22 | 0.00% | Unchanged |
Private Trust Co Na | $545 | 15 | 0.00% | Unchanged |
Blue Trust, Inc. | $256 | 7 | 0.00% | New Position |
Assetmark, Inc | $219 | 6 | 0.00% | Unchanged |
Oakworth Capital, Inc. | $110 | 3 | 0.00% | Unchanged |
Strongbox Wealth, Llc | $110 | 3 | 0.00% | Unchanged |
Parkside Financial Bank & Trust | $37 | 1 | 0.00% | Unchanged |
Root Financial Partners, Llc | $37 | 1 | 0.00% | New Position |
Golden State Wealth Management, Llc | $37 | 1 | 0.00% | Unchanged |