LIM
BNT

Leavell Investment Management’s Brookfield Wealth Solutions BNT Stock Holding History

Leavell Investment 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
2026
Q1 		$1.52M Hold
36,786
– – 0.06% 261
2025
Q4 		$1.69M Sell
36,786
-2
-0% -$91 0.07% 235
2025
Q3 		$1.68M Sell
36,788
-2,250
-6% -$99.7K 0.07% 239
2025
Q2 		$1.61M Hold
39,038
– – 0.07% 242
2025
Q1 		$1.36M Hold
39,038
– – 0.07% 249
2024
Q4 		$1.49M Hold
39,038
– – 0.07% 233
2024
Q3 		$1.38M Buy
+39,038
New +$1.23M 0.07% 249

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 $528B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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 $16.2B AUM 23.27% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 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