EWA
BNT

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
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

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MBI
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

EverSource Wealth Advisors's BNT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Brookfield Wealth Solutions (BNT) stake by 203% in Q1 2026, buying an estimated $25.3K and bringing the position to 837 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

EverSource Wealth Advisors first reported a position in BNT in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • EverSource Wealth Advisors held 837 shares of Brookfield Wealth Solutions worth $34.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 561 Brookfield Wealth Solutions shares in Q1 2026, an estimated $25.3K.
  • Brookfield Wealth Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2160 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.