Proficio Capital Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Proficio Capital Partners’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	$1.52M	Hold	35,589	–	–	0.05%	162
2026 Q1	$1.47M	Hold	35,589	–	–	0.08%	116
2025 Q4	$1.64M	Hold	35,589	–	–	0.11%	92
2025 Q3	$1.62M	Hold	35,589	–	–	0.11%	79
2025 Q2	$1.47M	Hold	35,589	–	–	0.09%	120
2025 Q1	$1.24M	Hold	35,589	–	–	0.1%	111
2024 Q4	$1.36M	Hold	35,589	–	–	0.11%	85
2024 Q3	$1.26M	Buy	+35,589	New	+$1.12M	0.13%	85

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MBI

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

Proficio Capital Partners's BNT Position: Q2 2026 in Review

Proficio Capital Partners held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 35,589 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #162.

Proficio Capital Partners first reported a position in BNT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2025. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Proficio Capital Partners held 35,589 shares of Brookfield Wealth Solutions worth $1.52M as of Q2 2026.
Proficio Capital Partners left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
Brookfield Wealth Solutions made up 0.05% of Proficio Capital Partners's portfolio in Q2 2026, its #162 holding.
Proficio Capital Partners first reported a position in Brookfield Wealth Solutions in Q3 2024 and has held it in 8 quarters since.
Proficio Capital Partners's Brookfield Wealth Solutions position peaked at $1.64M in Q4 2025.
116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.