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Bruce G. Allen Investments’s Brighthouse Financial BHF Stock Holding History

Bruce G. Allen Investments’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
-27
Closed -$1.57K – 1088
2025
Q1 		$1.57K Hold
27
– – ﹤0.01% 743
2024
Q4 		$1.3K Hold
27
– – ﹤0.01% 784
2024
Q3 		$1.22K Hold
27
– – ﹤0.01% 784
2024
Q2 		$1.17K Sell
27
-7
-21% -$323 ﹤0.01% 750
2024
Q1 		$1.75K Hold
34
– – ﹤0.01% 719
2023
Q4 		$1.8K Buy
+34
New +$1.69K ﹤0.01% 756

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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

Bruce G. Allen Investments's BHF Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 27 shares — an estimated $1.57K sold.

Bruce G. Allen Investments first reported a position in BHF in Q4 2023 and held it in 6 quarters. The position peaked at $1.8K in Q4 2023. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 27 Brighthouse Financial shares in Q2 2025, an estimated $1.57K.
  • Bruce G. Allen Investments first reported a position in Brighthouse Financial in Q4 2023 and held it in 6 quarters.
  • Bruce G. Allen Investments's Brighthouse Financial position peaked at $1.8K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.