Brookfield Wealth Solutions Ltd. (BNT) — Institutional Holders, Q2 2026 (page 2)
116 institutional investment managers reported a BNT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $821.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 116. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BNT 13F holders ranked 101–116 of 116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Physician Wealth Advisors#101 · 12 sh | 12 | $512.00 | — | 0.0% |
| 102 | Pacifica Partners#102 · 7 sh | 7 | $296.00 | — | 0.0% |
| 103 | ASSETMARK#103 · 6 sh | 6 | $256.00 | — | 0.0% |
| 104 | Oakworth Capital#104 · 3 sh | 3 | $128.00 | — | 0.0% |
| 105 | StrongBox Wealth#105 · 3 sh | 3 | $128.00 | 0.00% | New |
| 106 | Fortis Group Advisors#106 · 3 sh | 3 | $128.00 | 0.00% | 0.0% |
| 107 | Ameritas Advisory Services#107 · 3 sh | 3 | $128.00 | 0.00% | New |
| 108 | Robinswood Financial#108 · 3 sh | 3 | $128.00 | — | 0.0% |
| 109 | JONES FINANCIAL COMPANIES LLLP#109 · 3 sh | 3 | $128.00 | 0.00% | New |
| 110 | Aviso Financial#110 · 3 sh | 3 | $127.00 | 0.00% | -85.0% |
| 111 | Parkside Financial Bank#111 · 2 sh | 2 | $88.00 | — | +100.0% |
| 112 | NewEdge Advisors#112 · 1 sh | 1 | $43.00 | 0.00% | New |
| 113 | IFG Advisory#113 · 1 sh | 1 | $43.00 | 0.00% | New |
| 114 | Golden State Wealth Management#114 · 1 sh | 1 | $43.00 | 0.00% | 0.0% |
| 115 | LRI Investments#115 · 1 sh | 1 | $43.00 | 0.00% | New |
| 116 | Covestor Ltd#116 · 3 sh | 3 | $0.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.