PFA
BNT

Pettinga Financial Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Pettinga Financial 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
Q1 		– Sell
-4,500
Closed -$207K – 160
2025
Q4 		$207K Hold
4,500
– – 0.04% 141
2025
Q3 		$205K Buy
+4,500
New +$199K 0.04% 131

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Pettinga Financial Advisors's BNT Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of Brookfield Wealth Solutions (BNT) in Q1 2026, closing a stake of 4,500 shares — an estimated $207K sold.

Pettinga Financial Advisors first reported a position in BNT in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Pettinga Financial Advisors reported no remaining Brookfield Wealth Solutions position as of Q1 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 4,500 Brookfield Wealth Solutions shares in Q1 2026, an estimated $207K.
  • Pettinga Financial Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and held it in 2 quarters.
  • Pettinga Financial Advisors's Brookfield Wealth Solutions position peaked at $207K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.