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 Q2	$202K	Buy	+4,728	New	+$212K	﹤0.01%	1621
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

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Waverly Advisors's BNT Position: Q2 2026 in Review

Waverly Advisors opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2026: 4,728 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in BNT as recently as Q4 2025.

Waverly Advisors first reported a position in BNT in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Waverly Advisors held 4,728 shares of Brookfield Wealth Solutions worth $202K as of Q2 2026.
Brookfield Wealth Solutions was a new Waverly Advisors position in Q2 2026.
Brookfield Wealth Solutions made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1621 holding.
Waverly Advisors first reported a position in Brookfield Wealth Solutions in Q3 2025 and has held it in 3 quarters since.
Waverly Advisors's Brookfield Wealth Solutions position peaked at $217K in Q4 2025.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.