Partners Value Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Partners Value 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	$510M	Hold	12,320,344	–	–	5.46%	3
2025 Q4	$566M	Sell	12,320,344 -1	-0%	-$46	5.29%	3
2025 Q3	$563M	Hold	12,320,345	–	–	5.21%	3
2025 Q2	$507M	Hold	12,320,345	–	–	5.14%	3
2025 Q1	$429M	Hold	12,320,345	–	–	5.1%	3
2024 Q4	$472M	Hold	12,320,345	–	–	5.12%	3
2024 Q3	$437M	Buy	12,320,345 +11,087,463	+899%	+$350M	5.16%	3
2024 Q2	$34.2M	Hold	1,232,882	–	–	0.51%	5
2024 Q1	$34.3M	Buy	1,232,882 +150,317	+14%	+$4.05M	0.5%	5
2023 Q4	$29.1M	Sell	1,082,565 -289,935	-21%	-$6.59M	0.45%	5
2023 Q3	$28.8M	Buy	+1,372,500	New	+$31.1M	0.54%	4

Other funds holding BNT

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 $204B AUM 27.99% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

MBI

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Partners Value Investments's BNT Position: Q1 2026 in Review

Partners Value Investments held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 12,320,344 shares worth $510M. The position accounts for 5.46% of the portfolio, ranked #3.

Partners Value Investments first reported a position in BNT in Q3 2023 and has held it in 11 quarters since. The position peaked at $566M in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Partners Value Investments held 12,320,344 shares of Brookfield Wealth Solutions worth $510M as of Q1 2026.
Partners Value Investments left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
Brookfield Wealth Solutions made up 5.46% of Partners Value Investments's portfolio in Q1 2026, its #3 holding.
Partners Value Investments first reported a position in Brookfield Wealth Solutions in Q3 2023 and has held it in 11 quarters since.
Partners Value Investments's Brookfield Wealth Solutions position peaked at $566M in Q4 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Partners Value Investments's 13F filing for Q1 2026, filed 15 May 2026.