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 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 $9.34B 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

Proficio Capital Partners's BNT Position: Q1 2026 in Review

Proficio Capital Partners held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 35,589 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #116.

Proficio Capital Partners first reported a position in BNT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Proficio Capital Partners held 35,589 shares of Brookfield Wealth Solutions worth $1.47M as of Q1 2026.
Proficio Capital Partners left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
Brookfield Wealth Solutions made up 0.08% of Proficio Capital Partners's portfolio in Q1 2026, its #116 holding.
Proficio Capital Partners first reported a position in Brookfield Wealth Solutions in Q3 2024 and has held it in 7 quarters since.
Proficio Capital Partners's Brookfield Wealth Solutions position peaked at $1.64M in Q4 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.