Advisory Services Network’s Brookfield Wealth Solutions BNT Stock Holding History

Advisory Services Network’s Portfolio BNT Stock Details BNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$414	Buy	+10	New	+$450	﹤0.01%	4454
2025 Q4	–	Sell	-12	Closed	-$548	–	4420
2025 Q3	$548	Buy	+12	New	+$532	﹤0.01%	4033
2023 Q2	–	Sell	-2	Closed	-$33	–	3741
2023 Q1	$33	Hold	2	–	–	﹤0.01%	3938
2022 Q4	$31	Buy	+2	New	+$53	﹤0.01%	3955

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Advisory Services Network's BNT Position: Q1 2026 in Review

Advisory Services Network opened a new position in Brookfield Wealth Solutions (BNT) in Q1 2026: 10 shares worth $414. The stake represents ﹤0.01% of the portfolio and ranks #4454 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BNT as recently as Q3 2025.

Advisory Services Network first reported a position in BNT in Q4 2022 and has held it in 4 quarters since. The position peaked at $548 in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Advisory Services Network held 10 shares of Brookfield Wealth Solutions worth $414 as of Q1 2026.
Brookfield Wealth Solutions was a new Advisory Services Network position in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4454 holding.
Advisory Services Network first reported a position in Brookfield Wealth Solutions in Q4 2022 and has held it in 4 quarters since.
Advisory Services Network's Brookfield Wealth Solutions position peaked at $548 in Q3 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.