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Evermay Wealth Management’s Brighthouse Financial BHF Stock Holding History

Evermay Wealth 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
Q2 		– Sell
-6
Closed -$348 – 575
2025
Q1 		$348 Hold
6
– – ﹤0.01% 551
2024
Q4 		$289 Buy
+6
New +$293 ﹤0.01% 549
2023
Q1 		– Sell
-3
Closed -$154 – 545
2022
Q4 		$154 Hold
3
– – ﹤0.01% 548
2022
Q3 		$0 Hold
3
– – ﹤0.01% 515
2022
Q2 		$0 Sell
3
-6
-67% -$290 ﹤0.01% 514
2022
Q1 		$0 Hold
9
– – ﹤0.01% 524
2021
Q4 		$0 Buy
9
+3
+50% +$153 ﹤0.01% 510
2021
Q3 		$0 Hold
6
– – ﹤0.01% 462
2021
Q2 		$0 Buy
+6
New +$282 ﹤0.01% 503

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

Evermay Wealth Management's BHF Position: Q2 2025 in Review

Evermay Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 6 shares — an estimated $348 sold.

Evermay Wealth Management first reported a position in BHF in Q2 2021 and held it in 9 quarters. The position peaked at $348 in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Evermay Wealth Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Brighthouse Financial shares in Q2 2025, an estimated $348.
  • Evermay Wealth Management first reported a position in Brighthouse Financial in Q2 2021 and held it in 9 quarters.
  • Evermay Wealth Management's Brighthouse Financial position peaked at $348 in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.