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Ethic Inc’s Brighthouse Financial BHF Stock Holding History

Ethic Inc’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
-3,777
Closed -$220K – 1221
2025
Q1 		$220K Buy
+3,777
New +$211K ﹤0.01% 1045
2024
Q1 		– Sell
-7,556
Closed -$400K – 1086
2023
Q4 		$400K Buy
7,556
+1,891
+33% +$93.9K 0.01% 809
2023
Q3 		$277K Buy
+5,665
New +$281K 0.01% 836
2023
Q2 		– Sell
-8,364
Closed -$369K – 977
2023
Q1 		$369K Sell
8,364
-3,162
-27% -$166K 0.02% 739
2022
Q4 		$591K Buy
+11,526
New +$603K 0.03% 522

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

Ethic Inc's BHF Position: Q2 2025 in Review

Ethic Inc sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 3,777 shares — an estimated $220K sold.

Ethic Inc first reported a position in BHF in Q4 2022 and held it in 5 quarters. The position peaked at $591K in Q4 2022. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Ethic Inc reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 3,777 Brighthouse Financial shares in Q2 2025, an estimated $220K.
  • Ethic Inc first reported a position in Brighthouse Financial in Q4 2022 and held it in 5 quarters.
  • Ethic Inc's Brighthouse Financial position peaked at $591K in Q4 2022.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.