Credential Qtrade Securities’s Brookfield Wealth Solutions BNT Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$589	Sell	21 -3	-13%	-$81	﹤0.01%	367
2023 Q4	$640	Buy	24 +6	+33%	+$136	﹤0.01%	362
2023 Q3	$375	Buy	18 +7	+64%	+$159	﹤0.01%	337
2023 Q2	$236	Sell	11 -3	-21%	-$64	﹤0.01%	369
2023 Q1	$294	Buy	14 +3	+27%	+$68	﹤0.01%	393
2022 Q4	$218	Buy	11 +2	+22%	+$53	﹤0.01%	333
2022 Q3	$245	Hold	9	–	–	﹤0.01%	370
2022 Q2	$267	Sell	9 -12	-57%	-$399	﹤0.01%	350
2022 Q1	$799	Buy	21 +4	+24%	+$151	﹤0.01%	346
2021 Q4	$691	Sell	17 -259	-94%	-$10.4K	﹤0.01%	371
2021 Q3	$10.2K	Sell	276 -5,549	-95%	-$209K	﹤0.01%	299
2021 Q2	$205K	Buy	+5,825	New	+$222K	0.02%	240

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Credential Qtrade Securities's BNT Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Brookfield Wealth Solutions (BNT) stake by 13% in Q1 2024, selling an estimated $81 and leaving 21 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Credential Qtrade Securities first reported a position in BNT in Q2 2021 and has held it in 12 quarters since. The position peaked at $205K in Q2 2021. 92 funds tracked by Wall St. Rank hold BNT as of Q1 2024.

Credential Qtrade Securities held 21 shares of Brookfield Wealth Solutions worth $589 as of Q1 2024.
Credential Qtrade Securities sold 3 Brookfield Wealth Solutions shares in Q1 2024, an estimated $81.
Brookfield Wealth Solutions made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #367 holding.
Credential Qtrade Securities first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 12 quarters since.
Credential Qtrade Securities's Brookfield Wealth Solutions position peaked at $205K in Q2 2021.
92 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.