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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Cornerstone Financial Management

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Cornerstone Financial Management from 13F filings

Historical chart of Cornerstone Financial Management investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

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All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Cornerstone Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.0k 188 42.66
2026-03-31 $3.6k 87 41.40
2025-12-31 $2.6k 57 45.95

More positions owned by Cornerstone Financial Management

Vanguard Morningstar Mega Cap Value Etf Etf (MGV)
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Schwab U.s. Large-cap Etf Etf (SCHX)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Vanguard Morningstar Mega Cap Etf Etf (MGC)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Apple Stock (AAPL)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

View all positions for Cornerstone Financial Management

Top funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab

Partners Value Investments
Brookfield Asset Management
Royal Bank of Canada
Vanguard Capital Management
Bank of Nova Scotia
Norges Bank Investment Management
Principal Financial Group
Canada Pension Plan Investment Board
Vanguard Fiduciary Trust
Montrusco Bolton Investment
Tandem Capital Management Corp
Mackenzie Financial
Legal & General Group
UBS Group
Schwartz Investment Counsel

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab