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
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

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

Clearstead Trust's BHF Position: Q3 2025 in Review

Clearstead Trust sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 72 shares — an estimated $3.87K sold.

Clearstead Trust first reported a position in BHF in Q3 2022 and held it in 3 quarters. The position peaked at $4.23K in Q1 2025. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

Clearstead Trust reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 72 Brighthouse Financial shares in Q3 2025, an estimated $3.87K.
Clearstead Trust first reported a position in Brighthouse Financial in Q3 2022 and held it in 3 quarters.
Clearstead Trust's Brighthouse Financial position peaked at $4.23K in Q1 2025.
435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.