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
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 $9.34B AUM 12.2% 1-Year Est. Return
BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

SHP Wealth Management's BNT Position: Q1 2026 in Review

SHP Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 15 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

SHP Wealth Management first reported a position in BNT in Q4 2025 and has held it in 2 quarters since. The position peaked at $701 in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • SHP Wealth Management held 15 shares of Brookfield Wealth Solutions worth $633 as of Q1 2026.
  • SHP Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1577 holding.
  • SHP Wealth Management first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Brookfield Wealth Solutions position peaked at $701 in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.