AF
BNT

Allworth Financial’s Brookfield Wealth Solutions BNT Stock Holding History

Allworth Financial’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 		$25.3K Buy
612
+462
+308% +$20.8K ﹤0.01% 2823
2025
Q4 		$6.89K Buy
+150
New +$6.84K ﹤0.01% 3518

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Allworth Financial's BNT Position: Q1 2026 in Review

Allworth Financial increased its Brookfield Wealth Solutions (BNT) stake by 308% in Q1 2026, buying an estimated $20.8K and bringing the position to 612 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Allworth Financial first reported a position in BNT in Q4 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Allworth Financial held 612 shares of Brookfield Wealth Solutions worth $25.3K as of Q1 2026.
  • Allworth Financial bought 462 Brookfield Wealth Solutions shares in Q1 2026, an estimated $20.8K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2823 holding.
  • Allworth Financial first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.