LM
BNT

Lincluden Management’s Brookfield Wealth Solutions BNT Stock Holding History

Lincluden 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
Q4 		– Sell
-1,439
Closed -$65K – 72
2025
Q3 		$65K Sell
1,439
-237
-14% -$10.5K 0.01% 69
2025
Q2 		$69K Sell
1,676
-496
-23% -$18.4K 0.01% 77
2025
Q1 		$76K Hold
2,172
– – 0.01% 72
2024
Q4 		$83K Buy
+2,172
New +$81.8K 0.01% 73
2021
Q4 		– Sell
-237
Closed -$9K – 81
2021
Q3 		$9K Buy
+237
New +$8.93K ﹤0.01% 76

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Lincluden Management's BNT Position: Q4 2025 in Review

Lincluden Management sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 1,439 shares — an estimated $65K sold.

Lincluden Management first reported a position in BNT in Q3 2021 and held it in 5 quarters. The position peaked at $83K in Q4 2024. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

  • Lincluden Management reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
  • Lincluden Management sold 1,439 Brookfield Wealth Solutions shares in Q4 2025, an estimated $65K.
  • Lincluden Management first reported a position in Brookfield Wealth Solutions in Q3 2021 and held it in 5 quarters.
  • Lincluden Management's Brookfield Wealth Solutions position peaked at $83K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on Lincluden Management's 13F filing for Q4 2025, filed 30 Jan 2026.