CGH
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Crossmark Global Holdings’s Brighthouse Financial BHF Stock Holding History

Crossmark Global Holdings’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
Q2 		– Sell
-4,049
Closed -$235K – 1324
2025
Q1 		$235K Buy
+4,049
New +$226K ﹤0.01% 1195
2024
Q2 		– Sell
-4,865
Closed -$251K – 1300
2024
Q1 		$251K Buy
4,865
+383
+9% +$19K ﹤0.01% 1175
2023
Q4 		$237K Sell
4,482
-304
-6% -$15.1K ﹤0.01% 1185
2023
Q3 		$231K Sell
4,786
-231
-5% -$11.5K 0.01% 1144
2023
Q2 		$260K Sell
5,017
-136
-3% -$5.86K 0.01% 1127
2023
Q1 		$228K Buy
5,153
+6
+0.1% +$315 0.01% 1169
2022
Q4 		$264K Sell
5,147
-922
-15% -$48.2K 0.01% 1072
2022
Q3 		$263K Sell
6,069
-243
-4% -$11.1K 0.01% 1053
2022
Q2 		$259K Sell
6,312
-460
-7% -$22.2K 0.01% 1103
2022
Q1 		$350K Sell
6,772
-370
-5% -$19.7K 0.01% 1062
2021
Q4 		$370K Sell
7,142
-13,930
-66% -$713K 0.01% 1043
2021
Q3 		$953K Sell
21,072
-100
-0.5% -$4.51K 0.02% 627
2021
Q2 		$964K Sell
21,172
-3
-0% -$141 0.02% 626
2021
Q1 		$937K Buy
21,175
+340
+2% +$14K 0.02% 615
2020
Q4 		$754K Buy
20,835
+2,140
+11% +$71.9K 0.02% 669
2020
Q3 		$503K Sell
18,695
-1,830
-9% -$53.1K 0.01% 759
2020
Q2 		$571K Buy
20,525
+2,610
+15% +$71.9K 0.02% 703
2020
Q1 		$433K Buy
17,915
+360
+2% +$12.7K 0.02% 700
2019
Q4 		$689K Buy
17,555
+2,060
+13% +$81.1K 0.02% 674
2019
Q3 		$627K Sell
15,495
-331
-2% -$12.3K 0.02% 702
2019
Q2 		$581K Sell
15,826
-26,490
-63% -$1.02M 0.02% 754
2019
Q1 		$1.54M Buy
42,316
+64
+0.2% +$2.4K 0.04% 450
2018
Q4 		$1.29M Buy
42,252
+34,900
+475% +$1.36M 0.04% 476
2018
Q3 		$325K Buy
7,352
+540
+8% +$22.7K 0.01% 1262
2018
Q2 		$273K Sell
6,812
-262
-4% -$12.6K 0.01% 1373
2018
Q1 		$364K Sell
7,074
-260
-4% -$15K 0.01% 1127
2017
Q4 		$430K Sell
7,334
-1,611
-18% -$95.3K 0.01% 1108
2017
Q3 		$544K Buy
+8,945
New +$510K 0.01% 905

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Crossmark Global Holdings's BHF Position: Q2 2025 in Review

Crossmark Global Holdings sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 4,049 shares — an estimated $235K sold.

Crossmark Global Holdings first reported a position in BHF in Q3 2017 and held it in 28 quarters. The position peaked at $1.54M in Q1 2019. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Crossmark Global Holdings reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,049 Brighthouse Financial shares in Q2 2025, an estimated $235K.
  • Crossmark Global Holdings first reported a position in Brighthouse Financial in Q3 2017 and held it in 28 quarters.
  • Crossmark Global Holdings's Brighthouse Financial position peaked at $1.54M in Q1 2019.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Crossmark Global Holdings's 13F filing for Q2 2025, filed 8 Aug 2025.