LWANC
BHF icon

Laurel Wealth Advisors (North Carolina)’s Brighthouse Financial BHF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-6
Closed -$348 – 244
2025
Q1 		$348 Hold
6
– – ﹤0.01% 667
2024
Q4 		$289 Hold
6
– – ﹤0.01% 701
2024
Q3 		$271 Hold
6
– – ﹤0.01% 671
2024
Q2 		$261 Hold
6
– – ﹤0.01% 623
2024
Q1 		$310 Hold
6
– – ﹤0.01% 612
2023
Q4 		$318 Hold
6
– – ﹤0.01% 550
2023
Q3 		$294 Hold
6
– – ﹤0.01% 560
2023
Q2 		$285 Hold
6
– – ﹤0.01% 562
2023
Q1 		$265 Hold
6
– – ﹤0.01% 564
2022
Q4 		$308 Buy
+6
New +$314 ﹤0.01% 535
2022
Q2 		– Sell
-6
Closed – – 640
2022
Q1 		$0 Hold
6
– – ﹤0.01% 671
2021
Q4 		$0 Hold
6
– – ﹤0.01% 669
2021
Q3 		$0 Hold
6
– – ﹤0.01% 680
2021
Q2 		$0 Buy
+6
New +$282 ﹤0.01% 740
2020
Q4 		– Sell
-6
Closed – – 590
2020
Q3 		$0 Hold
6
– – ﹤0.01% 531
2020
Q2 		$0 Sell
6
-6
-50% -$165 ﹤0.01% 515
2020
Q1 		$0 Sell
12
-7
-37% -$248 ﹤0.01% 518
2019
Q4 		$1K Hold
19
– – ﹤0.01% 504
2019
Q3 		$1K Hold
19
– – ﹤0.01% 490
2019
Q2 		$1K Hold
19
– – ﹤0.01% 495
2019
Q1 		$1K Buy
+19
New +$712 ﹤0.01% 469

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BHF Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 6 shares — an estimated $348 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BHF in Q1 2019 and held it in 21 quarters. The position peaked at $1K in Q4 2019. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 6 Brighthouse Financial shares in Q2 2025, an estimated $348.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Brighthouse Financial in Q1 2019 and held it in 21 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Brighthouse Financial position peaked at $1K in Q4 2019.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.