CFM
BNT

Cornerstone Financial Management’s Brookfield Wealth Solutions BNT Stock Holding History

Cornerstone Financial 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 		$3.6K Buy
87
+30
+53% +$1.35K ﹤0.01% 571
2025
Q4 		$2.62K Buy
+57
New +$2.6K ﹤0.01% 602

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

Cornerstone Financial Management's BNT Position: Q1 2026 in Review

Cornerstone Financial Management increased its Brookfield Wealth Solutions (BNT) stake by 53% in Q1 2026, buying an estimated $1.35K and bringing the position to 87 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Cornerstone Financial Management first reported a position in BNT in Q4 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Cornerstone Financial Management held 87 shares of Brookfield Wealth Solutions worth $3.6K as of Q1 2026.
  • Cornerstone Financial Management bought 30 Brookfield Wealth Solutions shares in Q1 2026, an estimated $1.35K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #571 holding.
  • Cornerstone Financial Management first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.