NewEdge Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

NewEdge Advisors’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%	4156
2026 Q1	$41	Hold	1	–	–	﹤0.01%	4101
2025 Q4	$46	Sell	1 -1	-50%	-$46	﹤0.01%	4172
2025 Q3	$68	Hold	2	–	–	﹤0.01%	4043
2025 Q2	$62	Hold	2	–	–	﹤0.01%	3923
2025 Q1	$52	Hold	2	–	–	﹤0.01%	3851
2024 Q4	$57	Hold	2	–	–	﹤0.01%	3820
2024 Q3	$53	Hold	2	–	–	﹤0.01%	3745
2024 Q2	$42	Hold	2	–	–	﹤0.01%	3720
2024 Q1	$42	Hold	2	–	–	﹤0.01%	3742
2023 Q4	$40	Hold	2	–	–	﹤0.01%	3678
2023 Q3	$31	Hold	2	–	–	﹤0.01%	3412
2023 Q2	$34	Hold	2	–	–	﹤0.01%	3448
2023 Q1	$33	Sell	2 -1	-33%	-$23	﹤0.01%	3372
2022 Q4	$0	Buy	+3	New	+$80	﹤0.01%	4229

Other funds holding BNT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NewEdge Advisors's BNT Position: Q2 2026 in Review

NewEdge Advisors 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 #4156.

NewEdge Advisors first reported a position in BNT in Q4 2022 and has held it in 15 quarters since. The position peaked at $68 in Q3 2025. 87 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

NewEdge Advisors held 1 share of Brookfield Wealth Solutions worth $43 as of Q2 2026.
NewEdge Advisors left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
Brookfield Wealth Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4156 holding.
NewEdge Advisors first reported a position in Brookfield Wealth Solutions in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Brookfield Wealth Solutions position peaked at $68 in Q3 2025.
87 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.