SS
BNT

Sunbelt Securities’s Brookfield Wealth Solutions BNT Stock Holding History

Sunbelt Securities’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 		$248 Hold
6
– – ﹤0.01% 2467
2025
Q4 		$276 Hold
6
– – ﹤0.01% 2370
2025
Q3 		$274 Sell
6
-26
-81% -$1.15K ﹤0.01% 2362
2025
Q2 		$1.21K Hold
32
– – ﹤0.01% 1647
2025
Q1 		$1.1K Hold
32
– – ﹤0.01% 1645
2024
Q4 		$1.21K Hold
32
– – ﹤0.01% 1652
2024
Q3 		$1.12K Buy
32
+26
+433% +$820 ﹤0.01% 1673
2024
Q2 		$166 Hold
6
– – ﹤0.01% 1712
2024
Q1 		$167 Hold
6
– – ﹤0.01% 1683
2023
Q4 		$161 Hold
6
– – ﹤0.01% 1647
2023
Q3 		$126 Buy
+6
New +$136 ﹤0.01% 1712

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 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 $181B AUM 41.77% 1-Year Est. Return

Sunbelt Securities's BNT Position: Q1 2026 in Review

Sunbelt Securities held its Brookfield Wealth Solutions (BNT) position steady in Q1 2026 at 6 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Sunbelt Securities first reported a position in BNT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.21K in Q2 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Sunbelt Securities held 6 shares of Brookfield Wealth Solutions worth $248 as of Q1 2026.
  • Sunbelt Securities left its Brookfield Wealth Solutions share count unchanged in Q1 2026.
  • Brookfield Wealth Solutions made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2467 holding.
  • Sunbelt Securities first reported a position in Brookfield Wealth Solutions in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Brookfield Wealth Solutions position peaked at $1.21K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.