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Livelsberger Financial Advisory’s Brighthouse Financial BHF Stock Holding History

Livelsberger Financial Advisory’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
-2
Closed -$108 – 15
2025
Q2 		$108 Buy
+2
New +$112 ﹤0.01% 82

Other funds holding BHF

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Livelsberger Financial Advisory's BHF Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 2 shares — an estimated $108 sold.

Livelsberger Financial Advisory first reported a position in BHF in Q2 2025 and held it in 1 quarter. The position peaked at $108 in Q2 2025. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 2 Brighthouse Financial shares in Q3 2025, an estimated $108.
  • Livelsberger Financial Advisory first reported a position in Brighthouse Financial in Q2 2025 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Brighthouse Financial position peaked at $108 in Q2 2025.
  • 435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.