JAM
BNT

JCIC Asset Management’s Brookfield Wealth Solutions BNT Stock Holding History

JCIC Asset 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
2025
Q1 		$261 Hold
8
– – ﹤0.01% 164
2024
Q4 		$287 Buy
+8
New +$301 ﹤0.01% 134

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JCIC Asset Management's BNT Position: Q1 2025 in Review

JCIC Asset Management held its Brookfield Wealth Solutions (BNT) position steady in Q1 2025 at 8 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #164.

JCIC Asset Management first reported a position in BNT in Q4 2024 and has held it in 2 quarters since. The position peaked at $287 in Q4 2024. 107 funds tracked by Wall St. Rank hold BNT as of Q1 2025.

  • JCIC Asset Management held 8 shares of Brookfield Wealth Solutions worth $261 as of Q1 2025.
  • JCIC Asset Management left its Brookfield Wealth Solutions share count unchanged in Q1 2025.
  • Brookfield Wealth Solutions made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #164 holding.
  • JCIC Asset Management first reported a position in Brookfield Wealth Solutions in Q4 2024 and has held it in 2 quarters since.
  • JCIC Asset Management's Brookfield Wealth Solutions position peaked at $287 in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.