Fox Run Management’s Brighthouse Financial BHF Stock Holding History

Fox Run 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	-6,242	Closed	-$362K	–	878
2025 Q1	$362K	Buy	+6,242	New	+$349K	0.06%	614
2024 Q4	–	Sell	-13,129	Closed	-$591K	–	875
2024 Q3	$591K	Sell	13,129 -535	-4%	-$24K	0.13%	285
2024 Q2	$592K	Buy	+13,664	New	+$630K	0.11%	350
2024 Q1	–	Sell	-4,961	Closed	-$263K	–	761
2023 Q4	$263K	Buy	+4,961	New	+$246K	0.07%	542
2023 Q3	–	Sell	-6,875	Closed	-$326K	–	712
2023 Q2	$326K	Buy	+6,875	New	+$296K	0.09%	425
2022 Q1	–	Sell	-4,550	Closed	-$236K	–	503
2021 Q4	$236K	Buy	+4,550	New	+$233K	0.14%	308
2020 Q1	–	Sell	-8,381	Closed	-$329K	–	141
2019 Q4	$329K	Buy	+8,381	New	+$330K	0.26%	150
2019 Q3	–	Sell	-8,551	Closed	-$314K	–	372
2019 Q2	$314K	Buy	+8,551	New	+$330K	0.21%	209
2019 Q1	–	Sell	-8,733	Closed	-$266K	–	473
2018 Q4	$266K	Buy	+8,733	New	+$341K	0.14%	304

Other funds holding BHF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fox Run Management's BHF Position: Q2 2025 in Review

Fox Run Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 6,242 shares — an estimated $362K sold.

Fox Run Management first reported a position in BHF in Q4 2018 and held it in 9 quarters. The position peaked at $592K in Q2 2024. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

Fox Run Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
Fox Run Management sold 6,242 Brighthouse Financial shares in Q2 2025, an estimated $362K.
Fox Run Management first reported a position in Brighthouse Financial in Q4 2018 and held it in 9 quarters.
Fox Run Management's Brighthouse Financial position peaked at $592K in Q2 2024.
446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Fox Run Management's 13F filing for Q2 2025, filed 6 Aug 2025.