ITIM
BHF icon

Indiana Trust & Investment Management’s Brighthouse Financial BHF Stock Holding History

Indiana Trust & Investment Management’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
-34
Closed -$1.97K – 484
2025
Q1 		$1.97K Hold
34
– – ﹤0.01% 449
2024
Q4 		$1.63K Hold
34
– – ﹤0.01% 460
2024
Q3 		$1.53K Hold
34
– – ﹤0.01% 470
2024
Q2 		$1.47K Buy
+34
New +$1.57K ﹤0.01% 439
2024
Q1 		– Sell
-7
Closed -$370 – 473
2023
Q4 		$370 Buy
+7
New +$348 ﹤0.01% 441

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

Indiana Trust & Investment Management's BHF Position: Q2 2025 in Review

Indiana Trust & Investment Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 34 shares — an estimated $1.97K sold.

Indiana Trust & Investment Management first reported a position in BHF in Q4 2023 and held it in 5 quarters. The position peaked at $1.97K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Indiana Trust & Investment Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 34 Brighthouse Financial shares in Q2 2025, an estimated $1.97K.
  • Indiana Trust & Investment Management first reported a position in Brighthouse Financial in Q4 2023 and held it in 5 quarters.
  • Indiana Trust & Investment Management's Brighthouse Financial position peaked at $1.97K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.