MTC
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Matrix Trust Company’s Brighthouse Financial BHF Stock Holding History

Matrix Trust Company’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 		– Sell
-274
Closed -$15K – 227
2025
Q3 		$15K Sell
274
-58
-17% -$2.83K ﹤0.01% 217
2025
Q2 		$18K Sell
332
-8
-2% -$450 ﹤0.01% 210
2025
Q1 		$20K Buy
+340
New +$19K ﹤0.01% 182

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 $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Matrix Trust Company's BHF Position: Q4 2025 in Review

Matrix Trust Company sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 274 shares — an estimated $15K sold.

Matrix Trust Company first reported a position in BHF in Q1 2025 and held it in 3 quarters. The position peaked at $20K in Q1 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Matrix Trust Company reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Matrix Trust Company sold 274 Brighthouse Financial shares in Q4 2025, an estimated $15K.
  • Matrix Trust Company first reported a position in Brighthouse Financial in Q1 2025 and held it in 3 quarters.
  • Matrix Trust Company's Brighthouse Financial position peaked at $20K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Matrix Trust Company's 13F filing for Q4 2025, filed 13 Jan 2026.