MCM
BNT

MAI Capital Management’s Brookfield Wealth Solutions BNT Stock Holding History

MAI Capital 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 		– Sell
-2,793
Closed -$116K – 4896
2026
Q1 		$116K Hold
2,793
– – ﹤0.01% 1760
2025
Q4 		$128K Sell
2,793
-5
-0.2% -$228 ﹤0.01% 1513
2025
Q3 		$128K Buy
2,798
+2,789
+30,989% +$124K ﹤0.01% 1446
2025
Q2 		$371 Hold
9
– – ﹤0.01% 3806
2025
Q1 		$314 Hold
9
– – ﹤0.01% 3276
2024
Q4 		$345 Buy
+9
New +$339 ﹤0.01% 3329

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

MAI Capital Management's BNT Position: Q2 2026 in Review

MAI Capital Management sold out of Brookfield Wealth Solutions (BNT) in Q2 2026, closing a stake of 2,793 shares — an estimated $116K sold.

MAI Capital Management first reported a position in BNT in Q4 2024 and held it in 6 quarters. The position peaked at $128K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • MAI Capital Management reported no remaining Brookfield Wealth Solutions position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,793 Brookfield Wealth Solutions shares in Q2 2026, an estimated $116K.
  • MAI Capital Management first reported a position in Brookfield Wealth Solutions in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Brookfield Wealth Solutions position peaked at $128K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.