Allworth Financial
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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
Q2 		$18.5K Sell
434
-178
-29% -$7.98K ﹤0.01% 3270
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

Partners Value Investments
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Allworth Financial's BNT Position: Q2 2026 in Review

Allworth Financial reduced its Brookfield Wealth Solutions (BNT) stake by 29% in Q2 2026, selling an estimated $7.98K and leaving 434 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Allworth Financial first reported a position in BNT in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q1 2026. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Allworth Financial held 434 shares of Brookfield Wealth Solutions worth $18.5K as of Q2 2026.
  • Allworth Financial sold 178 Brookfield Wealth Solutions shares in Q2 2026, an estimated $7.98K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3270 holding.
  • Allworth Financial first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Brookfield Wealth Solutions position peaked at $25.3K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.