BNT β€” BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB

Ownership history in Parallel Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB (BNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    BNT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 1 β€” β€” 0.00% $68 $45.58

🏒 Other funds also holding BNT

As of 2025 Q4 β€” sorted by position size

Partners Value Investments L.P. 3Y 7Y 5.29% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 3.23% SEARLE & CO. 3Y 7Y 0.4% Triasima Portfolio Management inc. 3Y 0.26% Broad Run Investment Management, LLC 3Y 7Y 0.2% SANTA MONICA PARTNERS LP 3Y 7Y 0.19% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.14% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 0.13% Proficio Capital Partners LLC 3Y 7Y 0.11% BROOKFIELD Corp /ON/ 3Y 7Y 0.08%
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