Financial Perspectives, Inc
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 2003287
MINNEAPOLIS, MN
Position in BNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,279
+$37 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 113 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Financial Perspectives, Inc holds $1,522,621 across 4 Insurance - Diversified names. BNT ranks #3 (0.1% of the industry book) .
All Filings in BNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,242 | 30 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,378 | 30 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,369 | 20 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,359 | 22 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,147 | 22 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,263 | 22 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,169 | 22 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 BNRE | — | 22 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 BNRE | — | 22 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 BNRE | — | 22 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 BNRE | — | 22 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 BNRE | — | 22 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 BNRE | — | 22 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 BNRE | — | 22 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 BAMR | — | 62 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||