SPIA
BNT

Steward Partners Investment Advisory’s Brookfield Wealth Solutions BNT Stock Holding History

Steward Partners Investment Advisory’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 		$1.08K Sell
26
-1
-4% -$45 ﹤0.01% 4175
2025
Q4 		$1.24K Sell
27
-2
-7% -$91 ﹤0.01% 4055
2025
Q3 		$1.3K Hold
29
– – ﹤0.01% 4014
2025
Q2 		$1.17K Hold
29
– – ﹤0.01% 3831
2025
Q1 		$991 Sell
29
-1
-3% -$38 ﹤0.01% 3774
2024
Q4 		$1.16K Hold
30
– – ﹤0.01% 3736
2024
Q3 		$1.07K Hold
30
– – ﹤0.01% 3524
2024
Q2 		$840 Sell
30
-2,490
-99% -$69.2K ﹤0.01% 3414
2024
Q1 		$70.2K Hold
2,520
– – ﹤0.01% 1944
2023
Q4 		$67.8K Sell
2,520
-225
-8% -$5.11K ﹤0.01% 1844
2023
Q3 		$57.6K Sell
2,745
-900
-25% -$20.4K ﹤0.01% 1845
2023
Q2 		$82.3K Hold
3,645
– – ﹤0.01% 1679
2023
Q1 		$80.1K Sell
3,645
-3
-0.1% -$68 ﹤0.01% 1672
2022
Q4 		$76.1K Sell
3,648
-5,525
-60% -$147K ﹤0.01% 1664
2022
Q3 		$250K Buy
9,173
+5,753
+168% +$184K ﹤0.01% 1111
2022
Q2 		$102K Buy
3,420
+3,375
+7,500% +$112K ﹤0.01% 1483
2022
Q1 		$2K Sell
45
-5,798
-99% -$219K ﹤0.01% 3127
2021
Q4 		$245K Sell
5,843
-4
-0.1% -$161 ﹤0.01% 1228
2021
Q3 		$216K Sell
5,847
-6,669
-53% -$251K ﹤0.01% 1242
2021
Q2 		$434K Buy
+12,516
New +$476K 0.01% 995

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

Steward Partners Investment Advisory's BNT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Brookfield Wealth Solutions (BNT) stake by 3.7% in Q1 2026, selling an estimated $45 and leaving 26 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Steward Partners Investment Advisory first reported a position in BNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $434K in Q2 2021. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Steward Partners Investment Advisory held 26 shares of Brookfield Wealth Solutions worth $1.08K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1 Brookfield Wealth Solutions share in Q1 2026, an estimated $45.
  • Brookfield Wealth Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4175 holding.
  • Steward Partners Investment Advisory first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Brookfield Wealth Solutions position peaked at $434K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.