WA
BNT

Waverly Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Waverly Advisors’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 		– Sell
-4,728
Closed -$217K – 1679
2025
Q4 		$217K Sell
4,728
-2
-0% -$91 ﹤0.01% 1351
2025
Q3 		$216K Buy
+4,730
New +$210K ﹤0.01% 1185

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

Waverly Advisors's BNT Position: Q1 2026 in Review

Waverly Advisors sold out of Brookfield Wealth Solutions (BNT) in Q1 2026, closing a stake of 4,728 shares — an estimated $217K sold.

Waverly Advisors first reported a position in BNT in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • Waverly Advisors reported no remaining Brookfield Wealth Solutions position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,728 Brookfield Wealth Solutions shares in Q1 2026, an estimated $217K.
  • Waverly Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and held it in 2 quarters.
  • Waverly Advisors's Brookfield Wealth Solutions position peaked at $217K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.