BNT β€” BROOKFIELD WEALTH SOL LTD

Ownership history in Proficio Capital Partners LLC  Β·  6 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported BROOKFIELD WEALTH SOL LTD (BNT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows BNT at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proficio Capital Partners LLC's position in BROOKFIELD WEALTH SOL LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BNT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Proficio Capital Partners LLC held BNT β€” position size vs. price
% of Fund (quarterly)    BNT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,589 +11,863 +50.0% 0.11% $1.6M 2026-02-14 (Est.) $47.52
2025 Q3 UNCHANGED 23,726 β€” 0% 0.04% $1.6M 2025-11-12 $46.84
2025 Q2 UNCHANGED 23,726 β€” 0% 0.09% $1.5M 2025-08-07 $43.10
2025 Q1 REDUCED 23,726 -1,339,095 -98.3% 0.10% $1.2M 2025-05-06 $36.32
2024 Q4 ADDED 1,362,821 +1,339,095 +5644.0% 0.11% $1.36B 2025-02-05 $39.23
2024 Q3 INITIATED 23,726 β€” β€” 0.13% $1.3M 2024-11-01 $35.25

🏒 Other funds also holding BNT

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Proficio Capital Partners LLC and BNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Proficio Capital Partners LLC reported owning BNT?

Proficio Capital Partners LLC reported BNT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BNT position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for BNT was 0.13% in 2024 Q3.

What is the latest reported BNT position on this page?

The most recent filing on this page is 2025 Q4, when Proficio Capital Partners LLC reported 35,589 shares, equal to 0.11% of portfolio, with an estimated market value of $1.6M.

What does the chart on this BNT ownership page compare?

The chart compares Proficio Capital Partners LLC's quarterly BNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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