DZ Bank

DZ Bank’s Brookfield Wealth Solutions BNT Stock Holding History

DZ Bank’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 Q4	–	Sell	-80	Closed	-$3.63K	–	1054
2025 Q3	$3.63K	Hold	80	–	–	﹤0.01%	932
2025 Q2	$3.28K	Hold	80	–	–	﹤0.01%	926
2025 Q1	$2.77K	Hold	80	–	–	﹤0.01%	957
2024 Q4	$3.05K	Hold	80	–	–	﹤0.01%	911
2024 Q3	$2.82K	Hold	80	–	–	﹤0.01%	975
2024 Q2	$2.21K	Hold	80	–	–	﹤0.01%	1010
2024 Q1	$2.23K	Hold	80	–	–	﹤0.01%	1017
2023 Q4	$2.12K	Hold	80	–	–	﹤0.01%	986
2023 Q3	$1.66K	Hold	80	–	–	﹤0.01%	975
2023 Q2	$1.79K	Hold	80	–	–	﹤0.01%	1010
2023 Q1	$1.73K	Hold	80	–	–	﹤0.01%	1029
2022 Q4	$1.66K	Hold	80	–	–	﹤0.01%	1025
2022 Q3	$2.17K	Hold	80	–	–	﹤0.01%	1009
2022 Q2	$2.36K	Hold	80	–	–	﹤0.01%	1007
2022 Q1	$3.02K	Hold	80	–	–	﹤0.01%	976
2021 Q4	$3.32K	Hold	80	–	–	﹤0.01%	982
2021 Q3	$2.93K	Buy	80 +2	+3%	+$75	﹤0.01%	952
2021 Q2	$2.75K	Buy	+78	New	+$2.97K	﹤0.01%	930

Other funds holding BNT

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

Principal Financial Group

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

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

Norges Bank Oslo, Norway $935B AUM

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