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 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 $9.34B AUM 12.2% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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 $6.46B AUM 26.7% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Aviso Financial's BNT Position: Q1 2026 in Review

Aviso Financial increased its Brookfield Wealth Solutions (BNT) stake by 25% in Q1 2026, buying an estimated $180 and bringing the position to 20 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Aviso Financial first reported a position in BNT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17K in Q2 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Aviso Financial held 20 shares of Brookfield Wealth Solutions worth $829 as of Q1 2026.
Aviso Financial bought 4 Brookfield Wealth Solutions shares in Q1 2026, an estimated $180.
Brookfield Wealth Solutions made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #328 holding.
Aviso Financial first reported a position in Brookfield Wealth Solutions in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Brookfield Wealth Solutions position peaked at $1.17K in Q2 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.