Mackenzie Financial
BNT

Mackenzie Financial’s Brookfield Wealth Solutions BNT Stock Holding History

Mackenzie Financial’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 		$4.07M Sell
98,023
-22,178
-18% -$999K ﹤0.01% 727
2025
Q4 		$5.59M Buy
120,201
+18,570
+18% +$846K 0.01% 621
2025
Q3 		$4.64M Buy
101,631
+13,099
+15% +$580K 0.01% 650
2025
Q2 		$3.65M Buy
88,532
+9,888
+13% +$366K ﹤0.01% 661
2025
Q1 		$2.74M Buy
78,644
+3,248
+4% +$123K ﹤0.01% 689
2024
Q4 		$2.89M Buy
75,396
+24,898
+49% +$938K ﹤0.01% 674
2024
Q3 		$1.79M Buy
50,498
+22,635
+81% +$714K ﹤0.01% 751
2024
Q2 		$773K Buy
27,863
+9,615
+53% +$267K ﹤0.01% 913
2024
Q1 		$512K Buy
18,248
+885
+5% +$23.8K ﹤0.01% 1019
2023
Q4 		$463K Sell
17,363
-34,747
-67% -$789K ﹤0.01% 1016
2023
Q3 		$1.06M Sell
52,110
-4,064
-7% -$92.1K ﹤0.01% 837
2023
Q2 		$1.27M Buy
56,174
+2,882
+5% +$61.7K ﹤0.01% 810
2023
Q1 		$1.16M Buy
+53,292
New +$1.2M ﹤0.01% 833
2022
Q4 		– Sell
-81,423
Closed -$2.22M – 1602
2022
Q3 		$2.22M Buy
81,423
+2,088
+3% +$66.9K ﹤0.01% 673
2022
Q2 		$2.36M Sell
79,335
-311
-0.4% -$10.3K ﹤0.01% 683
2022
Q1 		$3.04M Buy
79,646
+1,928
+2% +$72.7K ﹤0.01% 677
2021
Q4 		$3.25M Sell
77,718
-43,692
-36% -$1.76M ﹤0.01% 657
2021
Q3 		$4.48M Buy
+121,410
New +$4.58M 0.01% 590

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Mackenzie Financial's BNT Position: Q1 2026 in Review

Mackenzie Financial reduced its Brookfield Wealth Solutions (BNT) stake by 18% in Q1 2026, selling an estimated $999K and leaving 98,023 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Mackenzie Financial first reported a position in BNT in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.59M in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Mackenzie Financial held 98,023 shares of Brookfield Wealth Solutions worth $4.07M as of Q1 2026.
  • Mackenzie Financial sold 22,178 Brookfield Wealth Solutions shares in Q1 2026, an estimated $999K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #727 holding.
  • Mackenzie Financial first reported a position in Brookfield Wealth Solutions in Q3 2021 and has held it in 18 quarters since.
  • Mackenzie Financial's Brookfield Wealth Solutions position peaked at $5.59M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.