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BFSG LLC’s Brighthouse Financial BHF Stock Holding History

BFSG LLC’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
-2,938
Closed -$141K – 679
2024
Q4 		$141K Sell
2,938
-222
-7% -$10.8K 0.02% 275
2024
Q3 		$142K Hold
3,160
– – 0.02% 284
2024
Q2 		$137K Hold
3,160
– – 0.02% 275
2024
Q1 		$163K Hold
3,160
– – 0.02% 261
2023
Q4 		$167K Buy
+3,160
New +$157K 0.02% 258

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

BFSG LLC's BHF Position: Q1 2025 in Review

BFSG LLC sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 2,938 shares — an estimated $141K sold.

BFSG LLC first reported a position in BHF in Q4 2023 and held it in 5 quarters. The position peaked at $167K in Q4 2023. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • BFSG LLC reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • BFSG LLC sold 2,938 Brighthouse Financial shares in Q1 2025, an estimated $141K.
  • BFSG LLC first reported a position in Brighthouse Financial in Q4 2023 and held it in 5 quarters.
  • BFSG LLC's Brighthouse Financial position peaked at $167K in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on BFSG LLC's 13F filing for Q1 2025, filed 18 Apr 2025.