Financial Perspectives’s Brookfield Wealth Solutions BNT Stock Holding History

Financial Perspectives’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	$1.24K	Hold	30	–	–	﹤0.01%	657
2025 Q4	$1.38K	Hold	30	–	–	﹤0.01%	656
2025 Q3	$1.37K	Sell	30 -3	-9%	-$133	﹤0.01%	652
2025 Q2	$1.36K	Hold	33	–	–	﹤0.01%	646
2025 Q1	$1.15K	Hold	33	–	–	﹤0.01%	656
2024 Q4	$1.26K	Hold	33	–	–	﹤0.01%	652
2024 Q3	$1.17K	Hold	33	–	–	﹤0.01%	614
2024 Q2	$915	Hold	33	–	–	﹤0.01%	615
2024 Q1	$919	Hold	33	–	–	﹤0.01%	608
2023 Q4	$888	Hold	33	–	–	﹤0.01%	634
2023 Q3	$692	Hold	33	–	–	﹤0.01%	653
2023 Q2	$745	Hold	33	–	–	﹤0.01%	634
2023 Q1	$726	Hold	33	–	–	﹤0.01%	635
2022 Q4	$688	Sell	33 -60	-65%	-$1.6K	﹤0.01%	634
2022 Q3	$2.54K	Hold	93	–	–	﹤0.01%	560
2022 Q2	$2.76K	Hold	93	–	–	﹤0.01%	567
2022 Q1	$3.55K	Hold	93	–	–	﹤0.01%	565
2021 Q4	$3.88K	Hold	93	–	–	﹤0.01%	540
2021 Q3	$3.44K	Hold	93	–	–	﹤0.01%	550
2021 Q2	$3.23K	Buy	+93	New	+$3.54K	﹤0.01%	577

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Financial Perspectives's BNT Position: Q1 2026 in Review

Financial Perspectives held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 30 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Financial Perspectives first reported a position in BNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.88K in Q4 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Financial Perspectives held 30 shares of Brookfield Wealth Solutions worth $1.24K as of Q1 2026.
Financial Perspectives left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #657 holding.
Financial Perspectives first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 20 quarters since.
Financial Perspectives's Brookfield Wealth Solutions position peaked at $3.88K in Q4 2021.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.