Guardian Wealth Management (Illinois)’s Brookfield Wealth Solutions BNT Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-326	Closed	-$11.3K	–	223
2025 Q1	$11.3K	Hold	326	–	–	0.01%	154
2024 Q4	$12.5K	Hold	326	–	–	0.01%	156
2024 Q3	$11.5K	Buy	+326	New	+$10.3K	0.01%	164

Other funds holding BNT

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $238M AUM 38.59% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BNT Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Brookfield Wealth Solutions (BNT) in Q2 2025, closing a stake of 326 shares — an estimated $11.3K sold.

Guardian Wealth Management (Illinois) first reported a position in BNT in Q3 2024 and held it in 3 quarters. The position peaked at $12.5K in Q4 2024. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Brookfield Wealth Solutions position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 326 Brookfield Wealth Solutions shares in Q2 2025, an estimated $11.3K.
Guardian Wealth Management (Illinois) first reported a position in Brookfield Wealth Solutions in Q3 2024 and held it in 3 quarters.
Guardian Wealth Management (Illinois)'s Brookfield Wealth Solutions position peaked at $12.5K in Q4 2024.
110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.