GSWM
BNT

Golden State Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Golden State 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
2026
Q2 		$43 Hold
1
– – ﹤0.01% 1598
2026
Q1 		$41 Hold
1
– – ﹤0.01% 1584
2025
Q4 		$46 Sell
1
-1
-50% -$46 ﹤0.01% 1655
2025
Q3 		$68 Hold
2
– – ﹤0.01% 1642
2025
Q2 		$62 Hold
2
– – ﹤0.01% 1555
2025
Q1 		$52 Hold
2
– – ﹤0.01% 1576
2024
Q4 		$57 Buy
+2
New +$75 ﹤0.01% 1496

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Golden State Wealth Management's BNT Position: Q2 2026 in Review

Golden State Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Golden State Wealth Management first reported a position in BNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $68 in Q3 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Golden State Wealth Management held 1 share of Brookfield Wealth Solutions worth $43 as of Q2 2026.
  • Golden State Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1598 holding.
  • Golden State Wealth Management first reported a position in Brookfield Wealth Solutions in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Brookfield Wealth Solutions position peaked at $68 in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.