Innealta Capital’s Brighthouse Financial BHF Stock Holding History

Innealta 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	-4,494	Closed	-$239K	–	88
2025 Q3	$239K	Buy	+4,494	New	+$219K	0.12%	79
2025 Q2	–	Sell	-4,326	Closed	-$251K	–	107
2025 Q1	$251K	Sell	4,326 -478	-10%	-$26.7K	0.14%	75
2024 Q4	$231K	Sell	4,804 -5	-0.1%	-$244	0.11%	91
2024 Q3	$217K	Sell	4,809 -882	-15%	-$39.6K	0.09%	121
2024 Q2	$247K	Sell	5,691 -12	-0.2%	-$554	0.08%	105
2024 Q1	$294K	Buy	+5,703	New	+$283K	0.12%	73

Other funds holding BHF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Innealta Capital's BHF Position: Q4 2025 in Review

Innealta Capital sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 4,494 shares — an estimated $239K sold.

Innealta Capital first reported a position in BHF in Q1 2024 and held it in 6 quarters. The position peaked at $294K in Q1 2024. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

Innealta Capital reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
Innealta Capital sold 4,494 Brighthouse Financial shares in Q4 2025, an estimated $239K.
Innealta Capital first reported a position in Brighthouse Financial in Q1 2024 and held it in 6 quarters.
Innealta Capital's Brighthouse Financial position peaked at $294K in Q1 2024.
458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Innealta Capital's 13F filing for Q4 2025, filed 30 Jan 2026.