SWM
BNT

SHP Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

SHP Wealth Management’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 		$653 Hold
15
– – ﹤0.01% 1708
2026
Q1 		$633 Hold
15
– – ﹤0.01% 1577
2025
Q4 		$701 Buy
+15
New +$684 ﹤0.01% 1319

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

SHP Wealth Management's BNT Position: Q2 2026 in Review

SHP Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q2 2026 at 15 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

SHP Wealth Management first reported a position in BNT in Q4 2025 and has held it in 3 quarters since. The position peaked at $701 in Q4 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • SHP Wealth Management held 15 shares of Brookfield Wealth Solutions worth $653 as of Q2 2026.
  • SHP Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q2 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1708 holding.
  • SHP Wealth Management first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Brookfield Wealth Solutions position peaked at $701 in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.