Lowe Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Lowe Wealth Advisors’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	$1.27K	Hold	24	–	–	﹤0.01%	356
2025 Q2	$1.29K	Hold	24	–	–	﹤0.01%	336
2025 Q1	$1.39K	Hold	24	–	–	﹤0.01%	342
2024 Q4	$1.15K	Hold	24	–	–	﹤0.01%	336
2024 Q3	$1.08K	Hold	24	–	–	﹤0.01%	292
2024 Q2	$1.04K	Hold	24	–	–	﹤0.01%	289
2024 Q1	$1.24K	Buy	+24	New	+$1.19K	﹤0.01%	276
2020 Q2	–	Sell	-1	Closed	–	–	266
2020 Q1	$0	Hold	1	–	–	﹤0.01%	306
2019 Q4	$0	Hold	1	–	–	﹤0.01%	299
2019 Q3	$0	Hold	1	–	–	﹤0.01%	277
2019 Q2	$0	Hold	1	–	–	﹤0.01%	290
2019 Q1	$0	Hold	1	–	–	﹤0.01%	266
2018 Q4	$0	Hold	1	–	–	﹤0.01%	256
2018 Q3	$0	Hold	1	–	–	﹤0.01%	290
2018 Q2	$0	Hold	1	–	–	﹤0.01%	240
2018 Q1	$0	Buy	+1	New	+$58	﹤0.01%	244

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lowe Wealth Advisors's BHF Position: Q3 2025 in Review

Lowe Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q3 2025 at 24 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lowe Wealth Advisors first reported a position in BHF in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.39K in Q1 2025. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

Lowe Wealth Advisors held 24 shares of Brighthouse Financial worth $1.27K as of Q3 2025.
Lowe Wealth Advisors left its Brighthouse Financial share count unchanged in Q3 2025.
Brighthouse Financial made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #356 holding.
Lowe Wealth Advisors first reported a position in Brighthouse Financial in Q1 2018 and has held it in 16 quarters since.
Lowe Wealth Advisors's Brighthouse Financial position peaked at $1.39K in Q1 2025.
435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.