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 Q2	$1.53M	Sell	35,909 -877	-2%	-$39.3K	0.06%	266
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 $9.8B 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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Leavell Investment Management's BNT Position: Q2 2026 in Review

Leavell Investment Management reduced its Brookfield Wealth Solutions (BNT) stake by 2.4% in Q2 2026, selling an estimated $39.3K and leaving 35,909 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #266.

Leavell Investment Management first reported a position in BNT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

Leavell Investment Management held 35,909 shares of Brookfield Wealth Solutions worth $1.53M as of Q2 2026.
Leavell Investment Management sold 877 Brookfield Wealth Solutions shares in Q2 2026, an estimated $39.3K.
Brookfield Wealth Solutions made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #266 holding.
Leavell Investment Management first reported a position in Brookfield Wealth Solutions in Q3 2024 and has held it in 8 quarters since.
Leavell Investment Management's Brookfield Wealth Solutions position peaked at $1.69M in Q4 2025.
115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.