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 Q2	$128K	Sell	3,002 -1	-0%	-$45	﹤0.01%	2537
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 $9.8B 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

MBI

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

Farther Finance Advisors's BNT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Brookfield Wealth Solutions (BNT) stake by 0.03% in Q2 2026, selling an estimated $45 and leaving 3,002 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Farther Finance Advisors first reported a position in BNT in Q4 2022 and has held it in 15 quarters since. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Farther Finance Advisors held 3,002 shares of Brookfield Wealth Solutions worth $128K as of Q2 2026.
Farther Finance Advisors sold 1 Brookfield Wealth Solutions share in Q2 2026, an estimated $45.
Brookfield Wealth Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2537 holding.
Farther Finance Advisors first reported a position in Brookfield Wealth Solutions in Q4 2022 and has held it in 15 quarters since.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.