MONTRUSCO BOLTON INVESTMENTS INC.

Position in BNT — Brookfield Wealth Solutions Ltd.

CIK 1475940 MONTREAL, A8

Position in BNT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,644,672

-$5,082,019 QoQ

Shares Held

179,200

-41.7% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#10

of 113 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONTRUSCO BOLTON INVESTMENTS INC. holds $23,397,054 across 2 Insurance - Diversified names. BNT ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SLF	Sun Life Financial Inc	200,872	$15,752,382
2	BNT	Brookfield Wealth Solutions Ltd. This page	179,200	$7,644,672

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,644,672	179,200	-41.7%	Shares	Sole	2026-07-21
2026-03-31	$12,726,691	307,408	+30.8%	Shares	Sole	2026-04-28
2025-12-31	$10,797,055	234,974	+74.8%	Shares	Sole	2026-01-29
2025-09-30	$9,207,590	134,437	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$8,318,992	134,655	-20.1%	Shares	Sole	2025-07-25
2025-03-31	$8,799,174	168,631	+11.2%	Shares	Sole	2025-05-02
2024-12-31	$8,710,251	151,641	+7.9%	Shares	Sole	2025-01-23
2024-09-30	$7,473,073	140,577	—	Shares	Sole	2024-11-12
2024-06-30 BNRE	—	138,866	-9.5%	Shares	Sole	2024-07-24
2024-03-31 BNRE	—	153,373	-0.5%	Shares	Sole	2024-04-30
2023-12-31 BNRE	—	154,187	-34.6%	Shares	Sole	2024-02-08
2023-09-30 BNRE	—	235,797	+85.1%	Shares	Sole	2023-11-08
2023-06-30 BNRE	—	127,393	-56.8%	Shares	Sole	2023-08-03
2023-03-31 BNRE	—	294,801	+7.2%	Shares	Sole	2023-05-09
2022-12-31 BNRE	—	275,041	—	Shares	Sole	2023-01-27
2022-09-30 BAMR	—	43,458	-0.6%	Shares	Sole	2022-11-07
2022-06-30 BAMR	—	43,736	+195.1%	Shares	Sole	2022-08-08
2021-06-30 BAMR	—	14,821	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.