Proficio Capital Partners LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1654175
NEWTON, MA
Position in BNT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,518,226
+$44,842 QoQ
Shares Held
35,589
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#27
of 113 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $12,126,246 across 4 Insurance - Diversified names. BNT ranks #2 (12.5% of the industry book) .
All Filings in BNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,226 | 35,589 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,473,384 | 35,589 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,635,314 | 35,589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,624,993 | 23,726 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,465,793 | 23,726 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,238,023 | 23,726 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,362,820 | 23,726 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,261,274 | 23,726 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 BNRE-A | — | 23,700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 BNRE-A | — | 18,100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 BNRE-A | — | 18,100 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||