CIBC Private Wealth Group’s Brookfield Wealth Solutions BNT Stock Holding History

CIBC Private Wealth Group’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	$122K	Sell	2,658 -2	-0.1%	-$91	﹤0.01%	1417
2025 Q3	$121K	Sell	2,660 -4	-0.2%	-$177	﹤0.01%	1407
2025 Q2	$110K	Sell	2,664 -518	-16%	-$19.2K	﹤0.01%	1345
2025 Q1	$94.8K	Hold	3,182	–	–	﹤0.01%	1380
2024 Q4	$124K	Hold	3,182	–	–	﹤0.01%	1342
2024 Q3	$113K	Buy	3,182 +3,101	+3,828%	+$97.8K	﹤0.01%	1425
2024 Q2	$2.3K	Hold	81	–	–	﹤0.01%	2734
2024 Q1	$2.22K	Buy	+81	New	+$2.18K	﹤0.01%	2731
2022 Q2	–	Sell	-2	Closed	–	–	1328
2022 Q1	$0	Buy	+2	New	+$75	﹤0.01%	1319
2021 Q3	–	Sell	-9,578	Closed	-$332K	–	1036
2021 Q2	$332K	Buy	+9,578	New	+$364K	﹤0.01%	880

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 Private Wealth Group's BNT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Brookfield Wealth Solutions (BNT) stake by 0.08% in Q4 2025, selling an estimated $91 and leaving 2,658 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

CIBC Private Wealth Group first reported a position in BNT in Q2 2021 and has held it in 10 quarters since. The position peaked at $332K in Q2 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

CIBC Private Wealth Group held 2,658 shares of Brookfield Wealth Solutions worth $122K as of Q4 2025.
CIBC Private Wealth Group sold 2 Brookfield Wealth Solutions shares in Q4 2025, an estimated $91.
Brookfield Wealth Solutions made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1417 holding.
CIBC Private Wealth Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 10 quarters since.
CIBC Private Wealth Group's Brookfield Wealth Solutions position peaked at $332K in Q2 2021.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.