Trust Company of Vermont’s Brookfield Wealth Solutions BNT Stock Holding History

Trust Company of Vermont’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
2025 Q4	$735	Sell	16 -1	-6%	-$46	﹤0.01%	1092
2025 Q3	$753	Hold	17	–	–	﹤0.01%	1059
2025 Q2	$680	Buy	+17	New	+$630	﹤0.01%	1045
2023 Q4	–	Sell	-2	Closed	-$31	–	897
2023 Q3	$31	Hold	2	–	–	﹤0.01%	809
2023 Q2	$34	Sell	2 -4	-67%	-$86	﹤0.01%	827
2023 Q1	$132	Sell	6 -2	-25%	-$45	﹤0.01%	853
2022 Q4	$156	Buy	+8	New	+$213	﹤0.01%	846

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Trust Company of Vermont's BNT Position: Q4 2025 in Review

Trust Company of Vermont reduced its Brookfield Wealth Solutions (BNT) stake by 5.9% in Q4 2025, selling an estimated $46 and leaving 16 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Trust Company of Vermont first reported a position in BNT in Q4 2022 and has held it in 7 quarters since. The position peaked at $753 in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

Trust Company of Vermont held 16 shares of Brookfield Wealth Solutions worth $735 as of Q4 2025.
Trust Company of Vermont sold 1 Brookfield Wealth Solutions share in Q4 2025, an estimated $46.
Brookfield Wealth Solutions made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1092 holding.
Trust Company of Vermont first reported a position in Brookfield Wealth Solutions in Q4 2022 and has held it in 7 quarters since.
Trust Company of Vermont's Brookfield Wealth Solutions position peaked at $753 in Q3 2025.
113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.