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FORA Capital’s Brighthouse Financial BHF Stock Holding History

FORA Capital’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
-4,760
Closed -$276K – 517
2025
Q1 		$276K Buy
+4,760
New +$266K 0.03% 407
2024
Q1 		– Sell
-9,153
Closed -$484K – 415
2023
Q4 		$484K Buy
+9,153
New +$455K 0.04% 338
2021
Q1 		– Sell
-3,582
Closed -$130K – 783
2020
Q4 		$130K Buy
3,582
+2,939
+457% +$98.7K 0.02% 605
2020
Q3 		$17K Sell
643
-1,370
-68% -$39.8K 0.01% 605
2020
Q2 		$56K Buy
+2,013
New +$55.5K 0.02% 615

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

FORA Capital's BHF Position: Q2 2025 in Review

FORA Capital sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 4,760 shares — an estimated $276K sold.

FORA Capital first reported a position in BHF in Q2 2020 and held it in 5 quarters. The position peaked at $484K in Q4 2023. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • FORA Capital reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 4,760 Brighthouse Financial shares in Q2 2025, an estimated $276K.
  • FORA Capital first reported a position in Brighthouse Financial in Q2 2020 and held it in 5 quarters.
  • FORA Capital's Brighthouse Financial position peaked at $484K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.