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
Q2 		$13.2K Hold
310
– – ﹤0.01% 837
2026
Q1 		$12.8K Buy
+310
New +$14K ﹤0.01% 850

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Cassaday & Co Wealth Management's BNT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 310 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Cassaday & Co Wealth Management first reported a position in BNT in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Cassaday & Co Wealth Management held 310 shares of Brookfield Wealth Solutions worth $13.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #837 holding.
  • Cassaday & Co Wealth Management first reported a position in Brookfield Wealth Solutions in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.