Northwest & Ethical Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Northwest & Ethical 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	$75.7K	Sell	1,824 -1,200	-40%	-$54K	﹤0.01%	508
2025 Q4	$139K	Buy	3,024 +750	+33%	+$34.2K	﹤0.01%	480
2025 Q3	$104K	Buy	2,274 +180	+9%	+$7.97K	﹤0.01%	480
2025 Q2	$86.3K	Sell	2,094 -120	-5%	-$4.45K	﹤0.01%	475
2025 Q1	$77.2K	Buy	+2,214	New	+$83.6K	﹤0.01%	462
2023 Q3	–	Sell	-63,615	Closed	-$1.43M	–	405
2023 Q2	$1.43M	Buy	63,615 +21,375	+51%	+$457K	0.05%	265
2023 Q1	$921K	Buy	42,240 +16,575	+65%	+$374K	0.03%	309
2022 Q4	$535K	Sell	25,665 -39	-0.2%	-$1.04K	0.02%	336
2022 Q3	$701K	Sell	25,704 -1,530	-6%	-$49.1K	0.03%	323
2022 Q2	$809K	Hold	27,234	–	–	0.03%	318
2022 Q1	$1.04M	Buy	27,234 +13,050	+92%	+$492K	0.03%	306
2021 Q4	$594K	Buy	14,184 +14,145	+36,269%	+$568K	0.02%	335
2021 Q3	$1.44K	Buy	+39	New	+$1.47K	﹤0.01%	400

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 $6.61B AUM 19.21% 1-Year Est. Return

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

Northwest & Ethical Investments's BNT Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its Brookfield Wealth Solutions (BNT) stake by 40% in Q1 2026, selling an estimated $54K and leaving 1,824 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Northwest & Ethical Investments first reported a position in BNT in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.43M in Q2 2023. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Northwest & Ethical Investments held 1,824 shares of Brookfield Wealth Solutions worth $75.7K as of Q1 2026.
Northwest & Ethical Investments sold 1,200 Brookfield Wealth Solutions shares in Q1 2026, an estimated $54K.
Brookfield Wealth Solutions made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #508 holding.
Northwest & Ethical Investments first reported a position in Brookfield Wealth Solutions in Q3 2021 and has held it in 13 quarters since.
Northwest & Ethical Investments's Brookfield Wealth Solutions position peaked at $1.43M in Q2 2023.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.