CarsonAllaria Wealth Management’s Brighthouse Financial BHF Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-13	Closed	-$699	–	102
2025 Q2	$699	Hold	13	–	–	﹤0.01%	343
2025 Q1	$754	Hold	13	–	–	﹤0.01%	351
2024 Q4	$625	Hold	13	–	–	﹤0.01%	336
2024 Q3	$585	Hold	13	–	–	﹤0.01%	376
2024 Q2	$563	Hold	13	–	–	﹤0.01%	360
2024 Q1	$670	Sell	13 -4	-24%	-$199	﹤0.01%	374
2023 Q4	$900	Hold	17	–	–	﹤0.01%	334
2023 Q3	$832	Hold	17	–	–	﹤0.01%	336
2023 Q2	$805	Hold	17	–	–	﹤0.01%	366
2023 Q1	$750	Hold	17	–	–	﹤0.01%	350
2022 Q4	$1K	Buy	17 +13	+325%	+$680	﹤0.01%	304
2022 Q3	$0	Buy	+4	New	+$182	﹤0.01%	332

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CarsonAllaria Wealth Management's BHF Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 13 shares — an estimated $699 sold.

CarsonAllaria Wealth Management first reported a position in BHF in Q3 2022 and held it in 12 quarters. The position peaked at $1K in Q4 2022. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 13 Brighthouse Financial shares in Q3 2025, an estimated $699.
CarsonAllaria Wealth Management first reported a position in Brighthouse Financial in Q3 2022 and held it in 12 quarters.
CarsonAllaria Wealth Management's Brighthouse Financial position peaked at $1K in Q4 2022.
435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.