NewSquare Capital’s Brighthouse Financial BHF Stock Holding History

NewSquare Capital’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	-5	Closed	-$269	–	299
2025 Q2	$269	Hold	5	–	–	﹤0.01%	1212
2025 Q1	$290	Buy	+5	New	+$279	﹤0.01%	1087
2022 Q1	–	Sell	-159	Closed	-$8K	–	380
2021 Q4	$8K	Hold	159	–	–	﹤0.01%	291
2021 Q3	$7K	Hold	159	–	–	﹤0.01%	291
2021 Q2	$7K	Hold	159	–	–	﹤0.01%	283
2021 Q1	$7K	Hold	159	–	–	﹤0.01%	262
2020 Q4	$6K	Hold	159	–	–	﹤0.01%	273
2020 Q3	$4K	Hold	159	–	–	﹤0.01%	266
2020 Q2	$4K	Hold	159	–	–	﹤0.01%	271
2020 Q1	$4K	Hold	159	–	–	﹤0.01%	282
2019 Q4	$6K	Hold	159	–	–	﹤0.01%	238
2019 Q3	$6K	Buy	+159	New	+$5.92K	﹤0.01%	205

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

NewSquare Capital's BHF Position: Q3 2025 in Review

NewSquare Capital sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 5 shares — an estimated $269 sold.

NewSquare Capital first reported a position in BHF in Q3 2019 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

NewSquare Capital reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 5 Brighthouse Financial shares in Q3 2025, an estimated $269.
NewSquare Capital first reported a position in Brighthouse Financial in Q3 2019 and held it in 12 quarters.
NewSquare Capital's Brighthouse Financial position peaked at $8K in Q4 2021.
435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.