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Joel Isaacson & Co’s Brighthouse Financial BHF Stock Holding History

Joel Isaacson & Co’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
Q3 		– Sell
-10,484
Closed -$564K – 448
2025
Q2 		$564K Sell
10,484
-2,900
-22% -$163K 0.02% 237
2025
Q1 		$776K Hold
13,384
– – 0.04% 184
2024
Q4 		$643K Buy
+13,384
New +$654K 0.03% 203

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Joel Isaacson & Co's BHF Position: Q3 2025 in Review

Joel Isaacson & Co sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 10,484 shares — an estimated $564K sold.

Joel Isaacson & Co first reported a position in BHF in Q4 2024 and held it in 3 quarters. The position peaked at $776K in Q1 2025. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

  • Joel Isaacson & Co reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 10,484 Brighthouse Financial shares in Q3 2025, an estimated $564K.
  • Joel Isaacson & Co first reported a position in Brighthouse Financial in Q4 2024 and held it in 3 quarters.
  • Joel Isaacson & Co's Brighthouse Financial position peaked at $776K in Q1 2025.
  • 435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Joel Isaacson & Co's 13F filing for Q3 2025, filed 30 Oct 2025.