Clearstead Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Clearstead Advisors’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 Q3	–	Sell	-8	Closed	-$309	–	3279
2025 Q2	$309	Hold	8	–	–	﹤0.01%	2539
2025 Q1	$261	Hold	8	–	–	﹤0.01%	2117
2024 Q4	$288	Hold	8	–	–	﹤0.01%	2017
2024 Q3	$266	Hold	8	–	–	﹤0.01%	1984
2024 Q2	$208	Hold	8	–	–	﹤0.01%	1975
2024 Q1	$220	Sell	8 -22	-73%	-$592	﹤0.01%	1491
2023 Q4	$808	Sell	30 -33	-52%	-$750	﹤0.01%	1424
2023 Q3	$1.32K	Buy	63 +31	+97%	+$703	﹤0.01%	1438
2023 Q2	$712	Hold	32	–	–	﹤0.01%	1280
2023 Q1	$693	Hold	32	–	–	﹤0.01%	1272
2022 Q4	$657	Sell	32 -4	-11%	-$106	﹤0.01%	1204
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	1222
2022 Q2	$1K	Sell	36 -2	-5%	-$66	﹤0.01%	1245
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	1341
2021 Q4	$2K	Buy	38 +8	+27%	+$321	﹤0.01%	1146
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1261
2021 Q2	$1K	Buy	+30	New	+$1.14K	﹤0.01%	1220

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Advisors's BNT Position: Q3 2025 in Review

Clearstead Advisors sold out of Brookfield Wealth Solutions (BNT) in Q3 2025, closing a stake of 8 shares — an estimated $309 sold.

Clearstead Advisors first reported a position in BNT in Q2 2021 and held it in 17 quarters. The position peaked at $2K in Q4 2021. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

Clearstead Advisors reported no remaining Brookfield Wealth Solutions position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 8 Brookfield Wealth Solutions shares in Q3 2025, an estimated $309.
Clearstead Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 17 quarters.
Clearstead Advisors's Brookfield Wealth Solutions position peaked at $2K in Q4 2021.
123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.