CCWM
BNT

Cassaday & Co Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Cassaday & Co Wealth Management’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 		$12.8K Buy
+310
New +$14K ﹤0.01% 850

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

Cassaday & Co Wealth Management's BNT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Brookfield Wealth Solutions (BNT) in Q1 2026: 310 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings.

113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Cassaday & Co Wealth Management held 310 shares of Brookfield Wealth Solutions worth $12.8K as of Q1 2026.
  • Brookfield Wealth Solutions was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #850 holding.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.