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Concourse Financial Group Securities’s Brighthouse Financial BHF Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-45
Closed -$2.26K – 207
2024
Q4 		$2.26K Hold
45
– – ﹤0.01% 1998
2024
Q3 		$2.03K Hold
45
– – ﹤0.01% 1989
2024
Q2 		$1.95K Hold
45
– – ﹤0.01% 2046
2024
Q1 		$2.32K Hold
45
– – ﹤0.01% 2028
2023
Q4 		$2.38K Hold
45
– – ﹤0.01% 1992
2023
Q3 		$2.2K Hold
45
– – ﹤0.01% 1979
2023
Q2 		$2.13K Hold
45
– – ﹤0.01% 2005
2023
Q1 		$1.98K Hold
45
– – ﹤0.01% 2063
2022
Q4 		$2.31K Hold
45
– – ﹤0.01% 2006
2022
Q3 		$2K Hold
45
– – ﹤0.01% 1785
2022
Q2 		$2K Hold
45
– – ﹤0.01% 2005
2022
Q1 		$2K Sell
45
-16
-26% -$854 ﹤0.01% 1996
2021
Q4 		$3K Sell
61
-1
-2% -$51 ﹤0.01% 2121
2021
Q3 		$3K Hold
62
– – ﹤0.01% 2162
2021
Q2 		$3K Hold
62
– – ﹤0.01% 2123
2021
Q1 		$3K Buy
62
+5
+9% +$205 ﹤0.01% 2049
2020
Q4 		$2K Sell
57
-58
-50% -$1.95K ﹤0.01% 2077
2020
Q3 		$3K Sell
115
-6
-5% -$174 ﹤0.01% 1920
2020
Q2 		$3K Sell
121
-8
-6% -$221 ﹤0.01% 1806
2020
Q1 		$3K Sell
129
-1
-0.8% -$35 ﹤0.01% 1778
2019
Q4 		$5K Buy
130
+22
+20% +$866 ﹤0.01% 1603
2019
Q3 		$4K Sell
108
-25
-19% -$931 ﹤0.01% 1357
2019
Q2 		$5K Buy
133
+29
+28% +$1.12K ﹤0.01% 1711
2019
Q1 		$3K Buy
104
+9
+9% +$337 ﹤0.01% 1893
2018
Q4 		$2K Buy
95
+43
+83% +$1.68K ﹤0.01% 1893
2018
Q3 		$2K Buy
+52
New +$2.19K ﹤0.01% 1556

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's BHF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 45 shares — an estimated $2.26K sold.

Concourse Financial Group Securities first reported a position in BHF in Q3 2018 and held it in 26 quarters. The position peaked at $5K in Q4 2019. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 45 Brighthouse Financial shares in Q1 2025, an estimated $2.26K.
  • Concourse Financial Group Securities first reported a position in Brighthouse Financial in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Brighthouse Financial position peaked at $5K in Q4 2019.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.