Edgestream Partners’s Brighthouse Financial BHF Stock Holding History

Edgestream Partners’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	-5,566	Closed	-$299K	–	875
2025 Q2	$299K	Buy	5,566 +1,585	+40%	+$89.1K	0.01%	787
2025 Q1	$231K	Buy	+3,981	New	+$222K	0.01%	790
2024 Q4	–	Sell	-143,490	Closed	-$6.46M	–	864
2024 Q3	$6.46M	Sell	143,490 -10,299	-7%	-$463K	0.28%	80
2024 Q2	$6.67M	Buy	153,789 +17,329	+13%	+$799K	0.32%	57
2024 Q1	$7.03M	Buy	136,460 +118,441	+657%	+$5.88M	0.35%	39
2023 Q4	$954K	Buy	18,019 +8,950	+99%	+$444K	0.07%	452
2023 Q3	$444K	Sell	9,069 -5,042	-36%	-$251K	0.04%	617
2023 Q2	$668K	Buy	+14,111	New	+$608K	0.06%	463

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

Edgestream Partners's BHF Position: Q3 2025 in Review

Edgestream Partners sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 5,566 shares — an estimated $299K sold.

Edgestream Partners first reported a position in BHF in Q2 2023 and held it in 8 quarters. The position peaked at $7.03M in Q1 2024. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

Edgestream Partners reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
Edgestream Partners sold 5,566 Brighthouse Financial shares in Q3 2025, an estimated $299K.
Edgestream Partners first reported a position in Brighthouse Financial in Q2 2023 and held it in 8 quarters.
Edgestream Partners's Brighthouse Financial position peaked at $7.03M in Q1 2024.
435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.