Harbour Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Harbour Investments’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	$6.21K	Hold	150	–	–	﹤0.01%	3495
2025 Q4	$6.89K	Hold	150	–	–	﹤0.01%	2897
2025 Q3	$6.85K	Sell	150 -26	-15%	-$1.15K	﹤0.01%	2856
2025 Q2	$7.23K	Hold	176	–	–	﹤0.01%	2714
2025 Q1	$6.11K	Hold	176	–	–	﹤0.01%	2743
2024 Q4	$6.72K	Hold	176	–	–	﹤0.01%	2621
2024 Q3	$6.22K	Hold	176	–	–	﹤0.01%	2553
2024 Q2	$4.87K	Hold	176	–	–	﹤0.01%	2526
2024 Q1	$4.89K	Hold	176	–	–	﹤0.01%	2493
2023 Q4	$4.72K	Hold	176	–	–	﹤0.01%	2431
2023 Q3	$3.68K	Hold	176	–	–	﹤0.01%	2384
2023 Q2	$3.96K	Hold	176	–	–	﹤0.01%	2359
2023 Q1	$3.86K	Hold	176	–	–	﹤0.01%	2376
2022 Q4	$3.66K	Hold	176	–	–	﹤0.01%	2331
2022 Q3	$5K	Hold	176	–	–	﹤0.01%	2210
2022 Q2	$5K	Buy	+176	New	+$5.85K	﹤0.01%	2210
2021 Q4	$7K	Sell	176 -1	-0.6%	-$40	﹤0.01%	2077
2021 Q3	$7K	Buy	177 +141	+392%	+$5.31K	﹤0.01%	2861
2021 Q2	$1K	Buy	+36	New	+$1.37K	﹤0.01%	3676

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 $6.46B AUM 26.7% 1-Year Est. Return

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

Harbour Investments's BNT Position: Q1 2026 in Review

Harbour Investments held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 150 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Harbour Investments first reported a position in BNT in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.23K in Q2 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Harbour Investments held 150 shares of Brookfield Wealth Solutions worth $6.21K as of Q1 2026.
Harbour Investments left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3495 holding.
Harbour Investments first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 19 quarters since.
Harbour Investments's Brookfield Wealth Solutions position peaked at $7.23K in Q2 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.