Vanguard Personalized Indexing Management
BNT

Vanguard Personalized Indexing Management’s Brookfield Wealth Solutions BNT Stock Holding History

Vanguard Personalized Indexing 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 		$298K Buy
6,995
+960
+16% +$43K ﹤0.01% 1707
2026
Q1 		$250K Buy
6,035
+1,132
+23% +$51K ﹤0.01% 1706
2025
Q4 		$225K Buy
+4,903
New +$223K ﹤0.01% 1676

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

Vanguard Personalized Indexing Management's BNT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Brookfield Wealth Solutions (BNT) stake by 16% in Q2 2026, buying an estimated $43K and bringing the position to 6,995 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Vanguard Personalized Indexing Management first reported a position in BNT in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,995 shares of Brookfield Wealth Solutions worth $298K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 960 Brookfield Wealth Solutions shares in Q2 2026, an estimated $43K.
  • Brookfield Wealth Solutions made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1707 holding.
  • Vanguard Personalized Indexing Management first reported a position in Brookfield Wealth Solutions in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.