FSA Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

FSA Wealth Management’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
2025 Q3	$137	Hold	3	–	–	﹤0.01%	564
2025 Q2	$124	Buy	+3	New	+$111	﹤0.01%	540
2025 Q1	–	Sell	-3	Closed	-$115	–	539
2024 Q4	$115	Sell	3 -3	-50%	-$113	﹤0.01%	555
2024 Q3	$213	Buy	+6	New	+$189	﹤0.01%	551
2024 Q1	$167	Hold	6	–	–	﹤0.01%	606
2023 Q4	$0	Buy	+6	New	+$136	﹤0.01%	601

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FSA Wealth Management's BNT Position: Q3 2025 in Review

FSA Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q3 2025 at 3 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #564.

FSA Wealth Management first reported a position in BNT in Q4 2023 and has held it in 6 quarters since. The position peaked at $213 in Q3 2024. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

FSA Wealth Management held 3 shares of Brookfield Wealth Solutions worth $137 as of Q3 2025.
FSA Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q3 2025.
Brookfield Wealth Solutions made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #564 holding.
FSA Wealth Management first reported a position in Brookfield Wealth Solutions in Q4 2023 and has held it in 6 quarters since.
FSA Wealth Management's Brookfield Wealth Solutions position peaked at $213 in Q3 2024.
123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.