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Barnes Dennig Private Wealth Management’s Brighthouse Financial BHF Stock Holding History

Barnes Dennig Private Wealth Management’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
Q2 		– Sell
-17
Closed -$986 – 296
2025
Q1 		$986 Buy
+17
New +$949 ﹤0.01% 229

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Barnes Dennig Private Wealth Management's BHF Position: Q2 2025 in Review

Barnes Dennig Private Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 17 shares — an estimated $986 sold.

Barnes Dennig Private Wealth Management first reported a position in BHF in Q1 2025 and held it in 1 quarter. The position peaked at $986 in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 17 Brighthouse Financial shares in Q2 2025, an estimated $986.
  • Barnes Dennig Private Wealth Management first reported a position in Brighthouse Financial in Q1 2025 and held it in 1 quarter.
  • Barnes Dennig Private Wealth Management's Brighthouse Financial position peaked at $986 in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.