Strategic Wealth Partners, Ltd.
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1720777
INDEPENDENCE, OH
Position in BNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$101,914
+$3,010 QoQ
Shares Held
2,389
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 113 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $2,655,940 across 4 Insurance - Diversified names. BNT ranks #2 (3.8% of the industry book) .
All Filings in BNT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,914 | 2,389 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $98,904 | 2,389 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $109,774 | 2,389 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $109,104 | 1,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,415 | 1,593 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||