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Caprock Group’s Brighthouse Financial BHF Stock Holding History

Caprock 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 		$279K Buy
+4,809
New +$269K 0.01% 894

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

Caprock Group's BHF Position: Q1 2025 in Review

Caprock Group opened a new position in Brighthouse Financial (BHF) in Q1 2025: 4,809 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings.

438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Caprock Group held 4,809 shares of Brighthouse Financial worth $279K as of Q1 2025.
  • Brighthouse Financial was a new Caprock Group position in Q1 2025.
  • Brighthouse Financial made up 0.01% of Caprock Group's portfolio in Q1 2025, its #894 holding.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.