Clearstead Trust
BHF icon

Clearstead Trust’s Brighthouse Financial BHF Stock Holding History

Clearstead Trust’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
2026
Q3 		$250 Buy
+5
New +$288 ﹤0.01% 1016
2025
Q3 		– Sell
-72
Closed -$3.87K – 1517
2025
Q2 		$3.87K Sell
72
-1
-1% -$56 ﹤0.01% 807
2025
Q1 		$4.23K Buy
+73
New +$4.08K ﹤0.01% 637
2022
Q4 		– Sell
-13
Closed -$1K – 381
2022
Q3 		$1K Buy
+13
New +$592 ﹤0.01% 357

Other funds holding BHF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clearstead Trust's BHF Position: Q3 2026 in Review

Clearstead Trust opened a new position in Brighthouse Financial (BHF) in Q3 2026: 5 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in BHF as recently as Q2 2025.

Clearstead Trust first reported a position in BHF in Q3 2022 and has held it in 4 quarters since. The position peaked at $4.23K in Q1 2025. 292 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

  • Clearstead Trust held 5 shares of Brighthouse Financial worth $250 as of Q3 2026.
  • Brighthouse Financial was a new Clearstead Trust position in Q3 2026.
  • Brighthouse Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #1016 holding.
  • Clearstead Trust first reported a position in Brighthouse Financial in Q3 2022 and has held it in 4 quarters since.
  • Clearstead Trust's Brighthouse Financial position peaked at $4.23K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.