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	Sell	80 -79	-50%	-$2.98K	﹤0.01%	976
2021 Q4	$6.32K	Buy	159 +79	+99%	+$3.17K	﹤0.01%	1061
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

PVI

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

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

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

MBI

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $238M AUM 38.59% 1-Year Est. Return

DZ Bank's BNT Position: Q4 2025 in Review

DZ Bank sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 80 shares — an estimated $3.63K sold.

DZ Bank first reported a position in BNT in Q2 2021 and held it in 18 quarters. The position peaked at $6.32K in Q4 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

DZ Bank reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
DZ Bank sold 80 Brookfield Wealth Solutions shares in Q4 2025, an estimated $3.63K.
DZ Bank first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 18 quarters.
DZ Bank's Brookfield Wealth Solutions position peaked at $6.32K in Q4 2021.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on DZ Bank's 13F filing for Q4 2025, filed 17 Feb 2026.