JNBA Financial Advisors’s Brighthouse Financial BHF Stock Holding History

JNBA Financial 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
2024 Q4	–	Sell	-15	Closed	-$676	–	651
2024 Q3	$676	Hold	15	–	–	﹤0.01%	634
2024 Q2	$651	Hold	15	–	–	﹤0.01%	614
2024 Q1	$774	Sell	15 -4	-21%	-$199	﹤0.01%	642
2023 Q4	$1.01K	Hold	19	–	–	﹤0.01%	650
2023 Q3	$930	Hold	19	–	–	﹤0.01%	679
2023 Q2	$900	Hold	19	–	–	﹤0.01%	666
2023 Q1	$839	Hold	19	–	–	﹤0.01%	676
2022 Q4	$974	Hold	19	–	–	﹤0.01%	613
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	632
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	675
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	658
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	774
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	692
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	647
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	618
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	575
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	542
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	534
2020 Q1	$0	Hold	19	–	–	﹤0.01%	566
2019 Q4	$1K	Buy	19 +4	+27%	+$157	﹤0.01%	581
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	568
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	631
2019 Q1	$1K	Sell	15 -41	-73%	-$1.54K	﹤0.01%	528
2018 Q4	$2K	Buy	+56	New	+$2.19K	﹤0.01%	472
2018 Q3	–	Sell	-15	Closed	-$1K	–	501
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	507
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	477
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	464
2017 Q3	$1K	Buy	+15	New	+$856	﹤0.01%	455

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's BHF Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 15 shares — an estimated $676 sold.

JNBA Financial Advisors first reported a position in BHF in Q3 2017 and held it in 28 quarters. The position peaked at $2K in Q4 2018. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

JNBA Financial Advisors reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
JNBA Financial Advisors sold 15 Brighthouse Financial shares in Q4 2024, an estimated $676.
JNBA Financial Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 28 quarters.
JNBA Financial Advisors's Brighthouse Financial position peaked at $2K in Q4 2018.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.