Root Financial Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Root Financial 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	$41	Buy	+1	New	+$45	﹤0.01%	3397

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 $6.46B AUM 26.7% 1-Year Est. Return

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

Root Financial Partners's BNT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Brookfield Wealth Solutions (BNT) in Q1 2026: 1 share worth $41. The stake represents ﹤0.01% of the portfolio and ranks #3397 among its holdings.

113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Root Financial Partners held 1 share of Brookfield Wealth Solutions worth $41 as of Q1 2026.
Brookfield Wealth Solutions was a new Root Financial Partners position in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3397 holding.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.