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Albion Financial Group’s Brighthouse Financial BHF Stock Holding History

Albion Financial Group’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$49 – 620
2024
Q4 		$49 Buy
+1
New +$49 ﹤0.01% 675

Other funds holding BHF

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Albion Financial Group's BHF Position: Q1 2025 in Review

Albion Financial Group sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 1 share — an estimated $49 sold.

Albion Financial Group first reported a position in BHF in Q4 2024 and held it in 1 quarter. The position peaked at $49 in Q4 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Albion Financial Group reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 1 Brighthouse Financial share in Q1 2025, an estimated $49.
  • Albion Financial Group first reported a position in Brighthouse Financial in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Brighthouse Financial position peaked at $49 in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.