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New Age Alpha Advisors’s Brighthouse Financial BHF Stock Holding History

New Age Alpha 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
Q4 		– Sell
-7,539
Closed -$400K – 780
2025
Q3 		$400K Sell
7,539
-154
-2% -$7.52K 0.02% 522
2025
Q2 		$414K Sell
7,693
-875
-10% -$49.2K 0.02% 499
2025
Q1 		$497K Sell
8,568
-384
-4% -$21.4K 0.02% 509
2024
Q4 		$430K Buy
+8,952
New +$437K 0.02% 550

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

New Age Alpha Advisors's BHF Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 7,539 shares — an estimated $400K sold.

New Age Alpha Advisors first reported a position in BHF in Q4 2024 and held it in 4 quarters. The position peaked at $497K in Q1 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 7,539 Brighthouse Financial shares in Q4 2025, an estimated $400K.
  • New Age Alpha Advisors first reported a position in Brighthouse Financial in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Brighthouse Financial position peaked at $497K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.