IC
BHF icon

IEQ Capital’s Brighthouse Financial BHF Stock Holding History

IEQ 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
Q4 		– Sell
-6,034
Closed -$320K – 1869
2025
Q3 		$320K Sell
6,034
-12,760
-68% -$623K ﹤0.01% 1491
2025
Q2 		$1.01M Sell
18,794
-7,782
-29% -$437K 0.01% 856
2025
Q1 		$1.54M Sell
26,576
-9,813
-27% -$548K 0.01% 646
2024
Q4 		$1.75M Buy
+36,389
New +$1.78M 0.02% 529

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's BHF Position: Q4 2025 in Review

IEQ Capital sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 6,034 shares — an estimated $320K sold.

IEQ Capital first reported a position in BHF in Q4 2024 and held it in 4 quarters. The position peaked at $1.75M in Q4 2024. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • IEQ Capital reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 6,034 Brighthouse Financial shares in Q4 2025, an estimated $320K.
  • IEQ Capital first reported a position in Brighthouse Financial in Q4 2024 and held it in 4 quarters.
  • IEQ Capital's Brighthouse Financial position peaked at $1.75M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.