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InceptionR’s Brighthouse Financial BHF Stock Holding History

InceptionR’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
-5,633
Closed -$299K – 613
2025
Q3 		$299K Buy
+5,633
New +$275K 0.07% 466
2024
Q3 		– Sell
-5,126
Closed -$222K – 645
2024
Q2 		$222K Sell
5,126
-6,806
-57% -$314K 0.06% 489
2024
Q1 		$615K Buy
+11,932
New +$593K 0.16% 252

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

InceptionR's BHF Position: Q4 2025 in Review

InceptionR sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 5,633 shares — an estimated $299K sold.

InceptionR first reported a position in BHF in Q1 2024 and held it in 3 quarters. The position peaked at $615K in Q1 2024. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • InceptionR reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 5,633 Brighthouse Financial shares in Q4 2025, an estimated $299K.
  • InceptionR first reported a position in Brighthouse Financial in Q1 2024 and held it in 3 quarters.
  • InceptionR's Brighthouse Financial position peaked at $615K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.