Triasima Portfolio Management inc. BNT — BROOKFIELD WEALTH SOL LTD

Ownership history in Triasima Portfolio Management inc.  ·  6 quarters on record

AI Ownership Summary

Triasima Portfolio Management inc. reported BROOKFIELD WEALTH SOL LTD (BNT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.65% in 2024 Q3. The latest visible filing shows BNT at 0.26% 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 Triasima Portfolio Management inc.'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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% 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.

BNT stock page Triasima Portfolio Management inc. fund profile Triasima Portfolio Management inc. full holdings
How Triasima Portfolio Management inc. held BNT — position size vs. price
% of Fund (quarterly)    BNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 38,329 +13,187 +52.5% 0.26% $1.8M 2026-02-02 $46.61
2025 Q3 ADDED — — — 25,142 +120 +0.5% 0.26% $1.7M 2025-10-29 $46.46
2025 Q2 REDUCED 19.2% +12.1% ❌ 25,022 -5,929 -19.2% 0.28% $1.5M 2025-07-23 $45.01
2025 Q1 REDUCED 31.0% +18.6% ❌ 30,951 -13,921 -31.0% 0.32% $1.6M 2025-05-02 $36.79
2024 Q4 REDUCED 17.0% -9.0% ✅ 44,872 -9,182 -17.0% 0.50% $2.6M 2025-01-28 $40.03
2024 Q3 INITIATED — — — 54,054 — — 0.65% $2.9M 2024-11-12 $38.26

🏢 Other funds also holding BNT

As of 2026 Q1 — sorted by position size

TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 3.12% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 0.19% Alberta Investment Management Corp 3Y 7Y 0.08% NBC SECURITIES, INC. 0.01% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% LOUISBOURG INVESTMENTS INC. 0.0% Investment Research & Advisory Group, Inc. 3Y 0.0% Nuveen, LLC 0.0%

FAQ About Triasima Portfolio Management inc. and BNT

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

How long has Triasima Portfolio Management inc. reported owning BNT?

Triasima Portfolio Management inc. reported BNT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BNT position in Triasima Portfolio Management inc.'s portfolio?

The largest reported portfolio weight for BNT was 0.65% in 2024 Q3.

What is the latest reported BNT position on this page?

The most recent filing on this page is 2025 Q4, when Triasima Portfolio Management inc. reported 38,329 shares, equal to 0.26% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BNT ownership page compare?

The chart compares Triasima Portfolio Management inc.'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.

How well did Triasima Portfolio Management inc. time their BNT position?

Based on 13F filing dates vs. subsequent BNT price moves, Triasima Portfolio Management inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BNT relative to SPY over the holding period was +2.4%.

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