North Capital’s Brookfield Wealth Solutions BNT Stock Holding History

North Capital’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 Q4	–	Sell	-5	Closed	-$205	–	722
2025 Q3	$205	Hold	5	–	–	﹤0.01%	653
2025 Q2	$185	Hold	5	–	–	﹤0.01%	597
2025 Q1	$157	Buy	+5	New	+$189	﹤0.01%	603

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

North Capital's BNT Position: Q4 2025 in Review

North Capital sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 5 shares — an estimated $205 sold.

North Capital first reported a position in BNT in Q1 2025 and held it in 3 quarters. The position peaked at $205 in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

North Capital reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
North Capital sold 5 Brookfield Wealth Solutions shares in Q4 2025, an estimated $205.
North Capital first reported a position in Brookfield Wealth Solutions in Q1 2025 and held it in 3 quarters.
North Capital's Brookfield Wealth Solutions position peaked at $205 in Q3 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.