Aviso Financial’s Brookfield Wealth Solutions BNT Stock Holding History

Aviso 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	$127	Sell	3 -17	-85%	-$762	﹤0.01%	270
2026 Q1	$829	Buy	20 +4	+25%	+$180	﹤0.01%	328
2025 Q4	$736	Sell	16 -1	-6%	-$46	﹤0.01%	334
2025 Q3	$754	Sell	17 -12	-41%	-$532	﹤0.01%	335
2025 Q2	$1.17K	Buy	29 +12	+71%	+$444	﹤0.01%	335
2025 Q1	$575	Sell	17 -4	-19%	-$151	﹤0.01%	342
2024 Q4	$805	Sell	21 -11	-34%	-$414	﹤0.01%	343
2024 Q3	$1.12K	Sell	32 -4	-11%	-$126	﹤0.01%	343
2024 Q2	$948	Buy	+36	New	+$1K	﹤0.01%	327

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

Aviso Financial's BNT Position: Q2 2026 in Review

Aviso Financial reduced its Brookfield Wealth Solutions (BNT) stake by 85% in Q2 2026, selling an estimated $762 and leaving 3 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Aviso Financial first reported a position in BNT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17K in Q2 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Aviso Financial held 3 shares of Brookfield Wealth Solutions worth $127 as of Q2 2026.
Aviso Financial sold 17 Brookfield Wealth Solutions shares in Q2 2026, an estimated $762.
Brookfield Wealth Solutions made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #270 holding.
Aviso Financial first reported a position in Brookfield Wealth Solutions in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Brookfield Wealth Solutions position peaked at $1.17K in Q2 2025.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

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