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
Q2 		$0 Hold
3
– – ﹤0.01% 2902
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 $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Covestor's BNT Position: Q2 2026 in Review

Covestor held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Covestor first reported a position in BNT in Q2 2023 and has held it in 13 quarters since. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Covestor held 3 shares of Brookfield Wealth Solutions worth $0 as of Q2 2026.
  • Covestor left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2902 holding.
  • Covestor first reported a position in Brookfield Wealth Solutions in Q2 2023 and has held it in 13 quarters since.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.