Financial Perspectives, Inc
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 2003287
MINNEAPOLIS, MN
Position in BNT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,242
-$136 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Financial Perspectives, Inc holds $1,428,390 across 4 Insurance - Diversified names. BNT ranks #3 (0.1% of the industry book) .
All Filings in BNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $913 | 20 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $906 | 22 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $765 | 22 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $842 | 22 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $779 | 22 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||