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Heck Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-2
Closed -$96 – 302
2024
Q4 		$96 Buy
+2
New +$98 ﹤0.01% 800

Other funds holding BHF

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's BHF Position: Q1 2025 in Review

Heck Capital Advisors sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 2 shares — an estimated $96 sold.

Heck Capital Advisors first reported a position in BHF in Q4 2024 and held it in 1 quarter. The position peaked at $96 in Q4 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Heck Capital Advisors reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2 Brighthouse Financial shares in Q1 2025, an estimated $96.
  • Heck Capital Advisors first reported a position in Brighthouse Financial in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Brighthouse Financial position peaked at $96 in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.