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Lindbrook Capital’s Brighthouse Financial BHF Stock Holding History

Lindbrook 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
Q1 		– Sell
-56
Closed -$2.69K – 2796
2024
Q4 		$2.69K Sell
56
-55
-50% -$2.69K ﹤0.01% 2211
2024
Q3 		$5K Sell
111
-44
-28% -$1.98K ﹤0.01% 2014
2024
Q2 		$6.72K Sell
155
-163
-51% -$7.52K ﹤0.01% 1852
2024
Q1 		$16.4K Sell
318
-225
-41% -$11.2K ﹤0.01% 1318
2023
Q4 		$28.7K Buy
543
+437
+412% +$21.7K ﹤0.01% 993
2023
Q3 		$5.19K Buy
106
+22
+26% +$1.09K ﹤0.01% 1746
2023
Q2 		$3.98K Sell
84
-37
-31% -$1.59K ﹤0.01% 1901
2023
Q1 		$5.34K Buy
121
+66
+120% +$3.47K ﹤0.01% 1826
2022
Q4 		$2.82K Sell
55
-103
-65% -$5.38K ﹤0.01% 2083
2022
Q3 		$7K Buy
158
+144
+1,029% +$6.56K ﹤0.01% 1472
2022
Q2 		$1K Buy
14
+13
+1,300% +$627 ﹤0.01% 2157
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2478
2021
Q4 		$0 Hold
1
– – ﹤0.01% 2075
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1856
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1912
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1875
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1775
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1744
2020
Q2 		$0 Sell
1
-2
-67% -$55 ﹤0.01% 1726
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1688
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1499
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1440
2019
Q2 		$0 Sell
3
-27
-90% -$1.04K ﹤0.01% 1399
2019
Q1 		$1K Sell
30
-10
-25% -$375 ﹤0.01% 1282
2018
Q4 		$1K Buy
+40
New +$1.56K ﹤0.01% 1235

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 $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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's BHF Position: Q1 2025 in Review

Lindbrook Capital sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 56 shares — an estimated $2.69K sold.

Lindbrook Capital first reported a position in BHF in Q4 2018 and held it in 25 quarters. The position peaked at $28.7K in Q4 2023. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Lindbrook Capital reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 56 Brighthouse Financial shares in Q1 2025, an estimated $2.69K.
  • Lindbrook Capital first reported a position in Brighthouse Financial in Q4 2018 and held it in 25 quarters.
  • Lindbrook Capital's Brighthouse Financial position peaked at $28.7K in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.