C
BNT

Covestor’s Brookfield Wealth Solutions BNT Stock Holding History

Covestor’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 		$0 Hold
3
– – ﹤0.01% 2869
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2834
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2876
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2844
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2817
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2835
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2858
2024
Q2 		$0 Hold
3
– – ﹤0.01% 2842
2024
Q1 		$0 Hold
3
– – ﹤0.01% 2825
2023
Q4 		$0 Buy
3
+1
+50% +$23 ﹤0.01% 2801
2023
Q3 		$0 Hold
2
– – ﹤0.01% 2799
2023
Q2 		$0 Buy
+2
New +$43 ﹤0.01% 2741

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

Covestor's BNT Position: Q1 2026 in Review

Covestor held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

Covestor first reported a position in BNT in Q2 2023 and has held it in 12 quarters since. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Covestor held 3 shares of Brookfield Wealth Solutions worth $0 as of Q1 2026.
  • Covestor left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2869 holding.
  • Covestor first reported a position in Brookfield Wealth Solutions in Q2 2023 and has held it in 12 quarters since.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.