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BNT

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
Q2 		– Sell
-1
Closed -$41 – 3354
2026
Q1 		$41 Buy
+1
New +$45 ﹤0.01% 3397

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

Root Financial Partners's BNT Position: Q2 2026 in Review

Root Financial Partners sold out of Brookfield Wealth Solutions (BNT) in Q2 2026, closing a stake of 1 share — an estimated $41 sold.

Root Financial Partners first reported a position in BNT in Q1 2026 and held it in 1 quarter. The position peaked at $41 in Q1 2026. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Root Financial Partners reported no remaining Brookfield Wealth Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Brookfield Wealth Solutions share in Q2 2026, an estimated $41.
  • Root Financial Partners first reported a position in Brookfield Wealth Solutions in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Brookfield Wealth Solutions position peaked at $41 in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.