BNT BROOKFIELD WEALTH SOLUTIONS

Ownership history in LINCLUDEN MANAGEMENT LTD  ·  4 quarters on record

This page tracks every 13F SEC filing in which LINCLUDEN MANAGEMENT LTD reported a position in BROOKFIELD WEALTH SOLUTIONS (BNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 959 -158 -14.1% 0.01% $65K $45.58
2025 Q2 REDUCED 1,117 -331 -22.9% 0.01% $69K $41.06
2025 Q1 UNCHANGED 1,448 0% 0.01% $76K $34.63
2024 Q4 INITIATED 1,448 0.01% $83K $38.05
% of Fund (quarterly)    BNT price (monthly, adj. close)
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