CFM
BHF icon

Catalyst Funds Management’s Brighthouse Financial BHF Stock Holding History

Catalyst Funds 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
-4,972
Closed -$288K – 460
2025
Q1 		$288K Buy
+4,972
New +$278K 0.08% 272
2024
Q4 		– Sell
-600
Closed -$27K – 424
2024
Q3 		$27K Hold
600
– – 0.01% 1009
2024
Q2 		$26K Sell
600
-2,400
-80% -$111K 0.01% 596
2024
Q1 		$155K Buy
+3,000
New +$149K 0.04% 312

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
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

Catalyst Funds Management's BHF Position: Q2 2025 in Review

Catalyst Funds Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 4,972 shares — an estimated $288K sold.

Catalyst Funds Management first reported a position in BHF in Q1 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Catalyst Funds Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 4,972 Brighthouse Financial shares in Q2 2025, an estimated $288K.
  • Catalyst Funds Management first reported a position in Brighthouse Financial in Q1 2024 and held it in 4 quarters.
  • Catalyst Funds Management's Brighthouse Financial position peaked at $288K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Catalyst Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.