Oarsman Capital’s Brighthouse Financial BHF Stock Holding History

Oarsman 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 Q1	–	Sell	-4	Closed	-$192	–	303
2024 Q4	$192	Hold	4	–	–	﹤0.01%	892
2024 Q3	$180	Buy	+4	New	+$180	﹤0.01%	897

Other funds holding BHF

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

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

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

DCM

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oarsman Capital's BHF Position: Q1 2025 in Review

Oarsman Capital sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 4 shares — an estimated $192 sold.

Oarsman Capital first reported a position in BHF in Q3 2024 and held it in 2 quarters. The position peaked at $192 in Q4 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

Oarsman Capital reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 4 Brighthouse Financial shares in Q1 2025, an estimated $192.
Oarsman Capital first reported a position in Brighthouse Financial in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Brighthouse Financial position peaked at $192 in Q4 2024.
438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.