PWA
BNT

Physician Wealth Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Physician Wealth 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 		$512 Hold
12
– – ﹤0.01% 2113
2026
Q1 		$497 Buy
+12
New +$540 ﹤0.01% 1933

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Physician Wealth Advisors's BNT Position: Q2 2026 in Review

Physician Wealth Advisors held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 12 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Physician Wealth Advisors first reported a position in BNT in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Physician Wealth Advisors held 12 shares of Brookfield Wealth Solutions worth $512 as of Q2 2026.
  • Physician Wealth Advisors left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2113 holding.
  • Physician Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.