HWA
BHF icon

Heritage Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Heritage Wealth 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
Q3 		– Sell
-11
Closed -$591 – 584
2025
Q2 		$591 Hold
11
– – ﹤0.01% 543
2025
Q1 		$638 Hold
11
– – ﹤0.01% 543
2024
Q4 		$528 Hold
11
– – ﹤0.01% 594
2024
Q3 		$495 Hold
11
– – ﹤0.01% 591
2024
Q2 		$477 Hold
11
– – ﹤0.01% 496
2024
Q1 		$567 Buy
+11
New +$546 ﹤0.01% 514
2019
Q2 		– Sell
-28
Closed -$1.02K – 452
2019
Q1 		$1.02K Hold
28
– – ﹤0.01% 426
2018
Q4 		$0 Hold
28
– – ﹤0.01% 388
2018
Q3 		$1K Buy
+28
New +$1.18K ﹤0.01% 367

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Wealth Advisors's BHF Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 11 shares — an estimated $591 sold.

Heritage Wealth Advisors first reported a position in BHF in Q3 2018 and held it in 9 quarters. The position peaked at $1.02K in Q1 2019. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 11 Brighthouse Financial shares in Q3 2025, an estimated $591.
  • Heritage Wealth Advisors first reported a position in Brighthouse Financial in Q3 2018 and held it in 9 quarters.
  • Heritage Wealth Advisors's Brighthouse Financial position peaked at $1.02K in Q1 2019.
  • 435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.