EverSource Wealth Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

EverSource Wealth Advisors’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	$15.1K	Sell	353 -484	-58%	-$21.7K	﹤0.01%	2647
2026 Q1	$34.7K	Buy	837 +561	+203%	+$25.3K	﹤0.01%	2160
2025 Q4	$12.7K	Buy	276 +256	+1,280%	+$11.7K	﹤0.01%	2686
2025 Q3	$890	Buy	+20	New	+$886	﹤0.01%	3799

Other funds holding BNT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

EverSource Wealth Advisors's BNT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brookfield Wealth Solutions (BNT) stake by 58% in Q2 2026, selling an estimated $21.7K and leaving 353 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

EverSource Wealth Advisors first reported a position in BNT in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q1 2026. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

EverSource Wealth Advisors held 353 shares of Brookfield Wealth Solutions worth $15.1K as of Q2 2026.
EverSource Wealth Advisors sold 484 Brookfield Wealth Solutions shares in Q2 2026, an estimated $21.7K.
Brookfield Wealth Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2647 holding.
EverSource Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Brookfield Wealth Solutions position peaked at $34.7K in Q1 2026.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.