Corient Private Wealth
BHF icon

Corient Private Wealth’s Brighthouse Financial BHF Stock Holding History

Corient Private Wealth’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
Q1 		$2.49M Sell
41,565
-30,472
-42% -$1.9M ﹤0.01% 1151
2025
Q4 		$4.65M Buy
72,037
+49,545
+220% +$2.91M ﹤0.01% 1081
2025
Q3 		$1.19M Sell
22,492
-24,900
-53% -$1.22M ﹤0.01% 1347
2025
Q2 		$2.55M Buy
47,392
+27,206
+135% +$1.53M ﹤0.01% 930
2025
Q1 		$1.17M Buy
20,186
+8,291
+70% +$463K ﹤0.01% 1217
2024
Q4 		$571K Buy
11,895
+738
+7% +$36.1K ﹤0.01% 1544
2024
Q3 		$502K Sell
11,157
-1,248
-10% -$56.1K ﹤0.01% 1726
2024
Q2 		$538K Sell
12,405
-1,973
-14% -$91K ﹤0.01% 1600
2024
Q1 		$741K Sell
14,378
-421
-3% -$20.9K ﹤0.01% 1439
2023
Q4 		$783K Sell
14,799
-458
-3% -$22.7K ﹤0.01% 1387
2023
Q3 		$747K Sell
15,257
-132
-0.9% -$6.56K ﹤0.01% 1293
2023
Q2 		$729K Sell
15,389
-13,045
-46% -$562K ﹤0.01% 1271
2023
Q1 		$1.25M Sell
28,434
-5,642
-17% -$296K ﹤0.01% 1007
2022
Q4 		$1.75M Buy
+34,076
New +$1.78M 0.01% 748

Other funds holding BHF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return