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Global Financial Private Client’s Brighthouse Financial BHF Stock Holding History

Global Financial Private Client’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
-15
Closed -$870 – 375
2025
Q1 		$870 Buy
15
+10
+200% +$559 ﹤0.01% 1104
2024
Q4 		$240 Buy
+5
New +$244 ﹤0.01% 1197

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

Global Financial Private Client's BHF Position: Q2 2025 in Review

Global Financial Private Client sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 15 shares — an estimated $870 sold.

Global Financial Private Client first reported a position in BHF in Q4 2024 and held it in 2 quarters. The position peaked at $870 in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Global Financial Private Client reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 Brighthouse Financial shares in Q2 2025, an estimated $870.
  • Global Financial Private Client first reported a position in Brighthouse Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Brighthouse Financial position peaked at $870 in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.