Carson Wealth (CWM LLC)
BNT

Carson Wealth (CWM LLC)’s Brookfield Wealth Solutions BNT Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.39K Sell
106
-1
-0.9% -$45 ﹤0.01% 5071
2025
Q4 		$5K Sell
107
-1
-0.9% -$46 ﹤0.01% 4859
2025
Q3 		$5K Sell
108
-2
-2% -$89 ﹤0.01% 4777
2025
Q2 		$5K Hold
110
– – ﹤0.01% 4653
2025
Q1 		$4K Hold
110
– – ﹤0.01% 4586
2024
Q4 		$4K Hold
110
– – ﹤0.01% 4370
2024
Q3 		$4K Buy
110
+75
+214% +$2.37K ﹤0.01% 4227
2024
Q2 		$1K Hold
35
– – ﹤0.01% 4530
2024
Q1 		$1K Hold
35
– – ﹤0.01% 4251
2023
Q4 		$1K Sell
35
-25
-42% -$568 ﹤0.01% 4071
2023
Q3 		$1K Buy
60
+55
+1,100% +$1.25K ﹤0.01% 4114
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4497
2023
Q1 		$0 Hold
5
– – ﹤0.01% 4379
2022
Q4 		$0 Hold
5
– – ﹤0.01% 4292
2022
Q3 		$0 Buy
5
+3
+150% +$96 ﹤0.01% 4227
2022
Q2 		$0 Buy
+2
New +$66 ﹤0.01% 4135
2022
Q1 		– Sell
-2
Closed – – 3920
2021
Q4 		$0 Buy
+2
New +$80 ﹤0.01% 3671
2021
Q2 		$0 Buy
+3
New +$114 ﹤0.01% 3023

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

Carson Wealth (CWM LLC)'s BNT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Brookfield Wealth Solutions (BNT) stake by 0.93% in Q1 2026, selling an estimated $45 and leaving 106 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #5071.

Carson Wealth (CWM LLC) first reported a position in BNT in Q2 2021 and has held it in 18 quarters since. The position peaked at $5K in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 106 shares of Brookfield Wealth Solutions worth $4.39K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 Brookfield Wealth Solutions share in Q1 2026, an estimated $45.
  • Brookfield Wealth Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5071 holding.
  • Carson Wealth (CWM LLC) first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Brookfield Wealth Solutions position peaked at $5K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.