Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Brookfield Wealth Solutions BNT Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,071
Closed -$48.9K – 3010
2025
Q3 		$48.9K Buy
+1,071
New +$47.5K ﹤0.01% 1256

Other funds holding BNT

Partners Value Investments
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Brookfield Corp
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $238M AUM 38.59% 1-Year Est. Return

Wealthspire Advisors (New York)'s BNT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 1,071 shares — an estimated $48.9K sold.

Wealthspire Advisors (New York) first reported a position in BNT in Q3 2025 and held it in 1 quarter. The position peaked at $48.9K in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,071 Brookfield Wealth Solutions shares in Q4 2025, an estimated $48.9K.
  • Wealthspire Advisors (New York) first reported a position in Brookfield Wealth Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Brookfield Wealth Solutions position peaked at $48.9K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.