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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Oakworth Capital

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

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All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $106 2 53.00

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Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab

Partners Value Investments
Royal Bank of Canada
Bank of Nova Scotia
Brookfield Asset Management
Toronto-Dominion Bank
Principal Financial Group
CI Investments
Montrusco Bolton Investment
Tandem Capital Management Corp
Schwartz Investment Counsel
Triasima Portfolio Management
Arrowstreet Capital, Limited Partnership
Cowen And Company
CSS
CIBC World Markets

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab