FFA
BNT

Farther Finance Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Farther Finance 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 		$126K Buy
3,003
+2,999
+74,975% +$135K ﹤0.01% 2341
2025
Q4 		$184 Sell
4
-7
-64% -$319 ﹤0.01% 5217
2025
Q3 		$479 Hold
11
– – ﹤0.01% 4553
2025
Q2 		$432 Buy
11
+6
+120% +$222 ﹤0.01% 4066
2025
Q1 		$161 Hold
5
– – ﹤0.01% 3992
2024
Q4 		$172 Hold
5
– – ﹤0.01% 3687
2024
Q3 		$159 Sell
5
-6
-55% -$189 ﹤0.01% 3702
2024
Q2 		$292 Hold
11
– – ﹤0.01% 3404
2024
Q1 		$288 Sell
11
-6
-35% -$161 ﹤0.01% 3179
2023
Q4 		$444 Hold
17
– – ﹤0.01% 3006
2023
Q3 		$346 Sell
17
-1
-6% -$23 ﹤0.01% 2351
2023
Q2 		$406 Sell
18
-8
-31% -$171 ﹤0.01% 2212
2023
Q1 		$561 Sell
26
-3
-10% -$68 ﹤0.01% 1977
2022
Q4 		$595 Buy
+29
New +$771 ﹤0.01% 1800

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