AssetMark Inc’s Brookfield Wealth Solutions BNT Stock Holding History

AssetMark Inc’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	$256	Hold	6	–	–	﹤0.01%	3397
2026 Q1	$248	Buy	+6	New	+$270	﹤0.01%	3297

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

AssetMark Inc's BNT Position: Q2 2026 in Review

AssetMark Inc held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 6 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

AssetMark Inc first reported a position in BNT in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

AssetMark Inc held 6 shares of Brookfield Wealth Solutions worth $256 as of Q2 2026.
AssetMark Inc left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
Brookfield Wealth Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3397 holding.
AssetMark Inc first reported a position in Brookfield Wealth Solutions in Q1 2026 and has held it in 2 quarters since.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.