John Overdeck’s Brighthouse Financial BHF Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-6,000	Closed	-$311K	–	2775
2021 Q4	$311K	Buy	+6,000	New	+$307K	﹤0.01%	3620
2021 Q3	–	Sell	-11,400	Closed	-$519K	–	4233
2021 Q2	$519K	Buy	11,400 +6,300	+124%	+$296K	﹤0.01%	3063
2021 Q1	$226K	Sell	5,100 -3,600	-41%	-$148K	﹤0.01%	3554
2020 Q4	$315K	Buy	+8,700	New	+$292K	﹤0.01%	2825
2020 Q1	–	Sell	-6,000	Closed	-$235K	–	3118
2019 Q4	$235K	Buy	+6,000	New	+$236K	﹤0.01%	3338
2019 Q3	–	Sell	-20,500	Closed	-$752K	–	3455
2019 Q2	$752K	Buy	+20,500	New	+$792K	﹤0.01%	2186
2018 Q4	–	Sell	-6,000	Closed	-$265K	–	2994
2018 Q3	$265K	Buy	+6,000	New	+$253K	﹤0.01%	2841

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

John Overdeck's BHF Position: Q2 2026 in Review

John Overdeck increased its Brighthouse Financial (BHF) stake by 1,400% in Q2 2026, buying an estimated $14.2M and bringing the position to 245,044 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #1207.

John Overdeck first reported a position in BHF in Q4 2017 and has held it in 31 quarters since. The position peaked at $26.7M in Q2 2025. 470 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

John Overdeck held 245,044 shares of Brighthouse Financial worth $15.5M as of Q2 2026.
John Overdeck bought 228,712 Brighthouse Financial shares in Q2 2026, an estimated $14.2M.
Brighthouse Financial made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1207 holding.
John Overdeck first reported a position in Brighthouse Financial in Q4 2017 and has held it in 31 quarters since.
John Overdeck's Brighthouse Financial position peaked at $26.7M in Q2 2025.
470 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.