Fortis Group Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Fortis Group 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	$124	Hold	3	–	–	﹤0.01%	566
2025 Q4	$138	Hold	3	–	–	﹤0.01%	560
2025 Q3	$137	Hold	3	–	–	﹤0.01%	514
2025 Q2	$124	Hold	3	–	–	﹤0.01%	507
2025 Q1	$104	Hold	3	–	–	﹤0.01%	479
2024 Q4	$115	Hold	3	–	–	﹤0.01%	487
2024 Q3	$106	Hold	3	–	–	﹤0.01%	482
2024 Q2	$83	Hold	3	–	–	﹤0.01%	485
2024 Q1	$84	Sell	3 -3	-50%	-$81	﹤0.01%	499
2023 Q4	$162	Buy	6 +3	+100%	+$68	﹤0.01%	440
2023 Q3	$63	Buy	+3	New	+$68	﹤0.01%	439

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

Fortis Group Advisors's BNT Position: Q1 2026 in Review

Fortis Group Advisors held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 3 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Fortis Group Advisors first reported a position in BNT in Q3 2023 and has held it in 11 quarters since. The position peaked at $162 in Q4 2023. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Fortis Group Advisors held 3 shares of Brookfield Wealth Solutions worth $124 as of Q1 2026.
Fortis Group Advisors left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #566 holding.
Fortis Group Advisors first reported a position in Brookfield Wealth Solutions in Q3 2023 and has held it in 11 quarters since.
Fortis Group Advisors's Brookfield Wealth Solutions position peaked at $162 in Q4 2023.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.