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Cresset Asset Management’s Brighthouse Financial BHF Stock Holding History

Cresset Asset Management’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
-4,273
Closed -$205K – 1726
2024
Q4 		$205K Sell
4,273
-15,150
-78% -$740K ﹤0.01% 1553
2024
Q3 		$875K Buy
19,423
+7,381
+61% +$332K ﹤0.01% 1226
2024
Q2 		$522K Buy
12,042
+1,616
+15% +$74.5K ﹤0.01% 1423
2024
Q1 		$537K Buy
10,426
+2,759
+36% +$137K ﹤0.01% 1311
2023
Q4 		$406K Buy
7,667
+1,835
+31% +$91.1K ﹤0.01% 1330
2023
Q3 		$285K Buy
5,832
+388
+7% +$19.3K ﹤0.01% 1455
2023
Q2 		$258K Buy
+5,444
New +$234K ﹤0.01% 1599
2019
Q2 		– Sell
-145
Closed -$5K – 612
2019
Q1 		$5K Sell
145
-331
-70% -$12.4K ﹤0.01% 1351
2018
Q4 		$15K Buy
+476
New +$18.6K ﹤0.01% 766

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

Cresset Asset Management's BHF Position: Q1 2025 in Review

Cresset Asset Management sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 4,273 shares — an estimated $205K sold.

Cresset Asset Management first reported a position in BHF in Q4 2018 and held it in 9 quarters. The position peaked at $875K in Q3 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Cresset Asset Management reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Cresset Asset Management sold 4,273 Brighthouse Financial shares in Q1 2025, an estimated $205K.
  • Cresset Asset Management first reported a position in Brighthouse Financial in Q4 2018 and held it in 9 quarters.
  • Cresset Asset Management's Brighthouse Financial position peaked at $875K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.