Fidelity Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Fidelity Investments’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	$1.09M	Sell	25,687 -2,739	-10%	-$123K	﹤0.01%	2981
2026 Q1	$1.18M	Hold	28,426	–	–	﹤0.01%	2814
2025 Q4	$1.31M	Sell	28,426 -1	-0%	-$46	﹤0.01%	2751
2025 Q3	$1.3M	Sell	28,427 -25,702	-47%	-$1.14M	﹤0.01%	2701
2025 Q2	$2.23M	Hold	54,129	–	–	﹤0.01%	2452
2025 Q1	$1.89M	Sell	54,129 -4,209	-7%	-$159K	﹤0.01%	2463
2024 Q4	$2.24M	Hold	58,338	–	–	﹤0.01%	2412
2024 Q3	$2.07M	Buy	58,338 +51,390	+740%	+$1.62M	﹤0.01%	2391
2024 Q2	$193K	Hold	6,948	–	–	﹤0.01%	3042
2024 Q1	$194K	Hold	6,948	–	–	﹤0.01%	3041
2023 Q4	$187K	Sell	6,948 -5	-0.1%	-$114	﹤0.01%	2978
2023 Q3	$146K	Sell	6,953 -32,595	-82%	-$739K	﹤0.01%	2981
2023 Q2	$892K	Buy	39,548 +1,050	+3%	+$22.5K	﹤0.01%	2501
2023 Q1	$842K	Hold	38,498	–	–	﹤0.01%	2557
2022 Q4	$803K	Hold	38,498	–	–	﹤0.01%	2591
2022 Q3	$1.05M	Sell	38,498 -10,083	-21%	-$323K	﹤0.01%	2594
2022 Q2	$1.44M	Sell	48,581 -3	-0%	-$100	﹤0.01%	2584
2022 Q1	$1.85M	Sell	48,584 -463	-0.9%	-$17.5K	﹤0.01%	2634
2021 Q4	$2.05M	Sell	49,047 -183	-0.4%	-$7.35K	﹤0.01%	2562
2021 Q3	$1.82M	Sell	49,230 -122,583	-71%	-$4.62M	﹤0.01%	2588
2021 Q2	$6.02M	Buy	+171,813	New	+$6.53M	﹤0.01%	2282

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

Fidelity Investments's BNT Position: Q2 2026 in Review

Fidelity Investments reduced its Brookfield Wealth Solutions (BNT) stake by 9.6% in Q2 2026, selling an estimated $123K and leaving 25,687 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Fidelity Investments first reported a position in BNT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.02M in Q2 2021. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Fidelity Investments held 25,687 shares of Brookfield Wealth Solutions worth $1.09M as of Q2 2026.
Fidelity Investments sold 2,739 Brookfield Wealth Solutions shares in Q2 2026, an estimated $123K.
Brookfield Wealth Solutions made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2981 holding.
Fidelity Investments first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 21 quarters since.
Fidelity Investments's Brookfield Wealth Solutions position peaked at $6.02M in Q2 2021.
116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.