CIBC Asset Management’s Brookfield Wealth Solutions BNT Stock Holding History

CIBC Asset 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
2025 Q4	–	Sell	-4,730	Closed	-$216K	–	1436
2025 Q3	$216K	Buy	+4,730	New	+$210K	﹤0.01%	1109
2022 Q4	–	Sell	-61,184	Closed	-$1.68M	–	1277
2022 Q3	$1.68M	Buy	+61,184	New	+$1.96M	0.01%	578
2021 Q4	–	Sell	-40,578	Closed	-$1.49M	–	1615
2021 Q3	$1.49M	Sell	40,578 -149,502	-79%	-$5.63M	0.01%	584
2021 Q2	$6.69M	Buy	+190,080	New	+$7.23M	0.03%	303

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

CIBC Asset Management's BNT Position: Q4 2025 in Review

CIBC Asset Management sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 4,730 shares — an estimated $216K sold.

CIBC Asset Management first reported a position in BNT in Q2 2021 and held it in 4 quarters. The position peaked at $6.69M in Q2 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

CIBC Asset Management reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
CIBC Asset Management sold 4,730 Brookfield Wealth Solutions shares in Q4 2025, an estimated $216K.
CIBC Asset Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 4 quarters.
CIBC Asset Management's Brookfield Wealth Solutions position peaked at $6.69M in Q2 2021.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on CIBC Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.