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Litman Gregory Wealth Management’s Brighthouse Financial BHF Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$584 Buy
+9
New +$529 ﹤0.01% 339
2020
Q1 		– Sell
-9
Closed – – 171
2019
Q4 		$0 Hold
9
– – ﹤0.01% 212
2019
Q3 		$0 Buy
+9
New +$335 ﹤0.01% 222
2019
Q1 		– Sell
-9
Closed – – 133
2018
Q4 		$0 Buy
+9
New +$351 ﹤0.01% 150

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's BHF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Brighthouse Financial (BHF) in Q4 2025: 9 shares worth $584. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in BHF as recently as Q4 2019.

Litman Gregory Wealth Management first reported a position in BHF in Q4 2018 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Litman Gregory Wealth Management held 9 shares of Brighthouse Financial worth $584 as of Q4 2025.
  • Brighthouse Financial was a new Litman Gregory Wealth Management position in Q4 2025.
  • Brighthouse Financial made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #339 holding.
  • Litman Gregory Wealth Management first reported a position in Brighthouse Financial in Q4 2018 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.