CIBC Private Wealth Group’s Brighthouse Financial BHF Stock Holding History

CIBC Private Wealth 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 Q4	$69.7K	Buy	1,076 +76	+8%	+$4.47K	﹤0.01%	1654
2025 Q3	$53.1K	Sell	1,000 -1,006	-50%	-$49.1K	﹤0.01%	1765
2025 Q2	$108K	Sell	2,006 -12	-0.6%	-$675	﹤0.01%	1350
2025 Q1	$95.5K	Buy	2,018 +12	+0.6%	+$670	﹤0.01%	1377
2024 Q4	$95.8K	Hold	2,006	–	–	﹤0.01%	1433
2024 Q3	$90.3K	Buy	+2,006	New	+$90.1K	﹤0.01%	1527
2024 Q2	–	Sell	-20	Closed	-$1.02K	–	3160
2024 Q1	$1.02K	Buy	+20	New	+$993	﹤0.01%	2858
2018 Q3	–	Sell	-130	Closed	-$5K	–	1048
2018 Q2	$5K	Sell	130 -12	-8%	-$577	﹤0.01%	1707
2018 Q1	$7K	Buy	142 +2	+1%	+$116	﹤0.01%	1590
2017 Q4	$8K	Buy	+140	New	+$8.28K	﹤0.01%	1597

Other funds holding BHF

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

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

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

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's BHF Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Brighthouse Financial (BHF) stake by 7.6% in Q4 2025, buying an estimated $4.47K and bringing the position to 1,076 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

CIBC Private Wealth Group first reported a position in BHF in Q4 2017 and has held it in 10 quarters since. The position peaked at $108K in Q2 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

CIBC Private Wealth Group held 1,076 shares of Brighthouse Financial worth $69.7K as of Q4 2025.
CIBC Private Wealth Group bought 76 Brighthouse Financial shares in Q4 2025, an estimated $4.47K.
Brighthouse Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1654 holding.
CIBC Private Wealth Group first reported a position in Brighthouse Financial in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Brighthouse Financial position peaked at $108K in Q2 2025.
458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.