Scotia Capital’s Brookfield Wealth Solutions BNT Stock Holding History

Scotia Capital’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	$325K	Buy	+8,080	New	+$364K	﹤0.01%	748
2023 Q1	–	Sell	-11,823	Closed	-$246K	–	830
2022 Q4	$246K	Sell	11,823 -4,217	-26%	-$112K	﹤0.01%	675
2022 Q3	$437K	Sell	16,040 -15,877	-50%	-$509K	﹤0.01%	580
2022 Q2	$944K	Buy	31,917 +15,135	+90%	+$503K	0.01%	482
2022 Q1	$640K	Sell	16,782 -4,145	-20%	-$156K	﹤0.01%	588
2021 Q4	$869K	Sell	20,927 -3,309	-14%	-$133K	0.01%	545
2021 Q3	$898K	Sell	24,236 -12,145	-33%	-$458K	0.01%	535
2021 Q2	$1.26M	Buy	+36,381	New	+$1.38M	0.01%	474

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

Scotia Capital's BNT Position: Q1 2026 in Review

Scotia Capital opened a new position in Brookfield Wealth Solutions (BNT) in Q1 2026: 8,080 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Scotia Capital previously reported a position in BNT as recently as Q4 2022.

Scotia Capital first reported a position in BNT in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.26M in Q2 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

Scotia Capital held 8,080 shares of Brookfield Wealth Solutions worth $325K as of Q1 2026.
Brookfield Wealth Solutions was a new Scotia Capital position in Q1 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #748 holding.
Scotia Capital first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 8 quarters since.
Scotia Capital's Brookfield Wealth Solutions position peaked at $1.26M in Q2 2021.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.