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 Q2	–	Sell	-10	Closed	-$414	–	4797
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 $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Advisory Services Network's BNT Position: Q2 2026 in Review

Advisory Services Network sold out of Brookfield Wealth Solutions (BNT) in Q2 2026, closing a stake of 10 shares — an estimated $414 sold.

Advisory Services Network first reported a position in BNT in Q4 2022 and held it in 4 quarters. The position peaked at $548 in Q3 2025. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Advisory Services Network reported no remaining Brookfield Wealth Solutions position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 10 Brookfield Wealth Solutions shares in Q2 2026, an estimated $414.
Advisory Services Network first reported a position in Brookfield Wealth Solutions in Q4 2022 and held it in 4 quarters.
Advisory Services Network's Brookfield Wealth Solutions position peaked at $548 in Q3 2025.
116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.