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Oliver Lagore Vanvalin Investment Group’s Brighthouse Financial BHF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$522 Buy
+9
New +$506 ﹤0.01% 608
2024
Q4 		$432 Buy
+9
New +$440 ﹤0.01% 633

Other funds holding BHF

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BHF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Brighthouse Financial (BHF) in Q2 2025: 9 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BHF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BHF in Q4 2024 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 9 shares of Brighthouse Financial worth $522 as of Q2 2025.
  • Brighthouse Financial was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Brighthouse Financial made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #608 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Brighthouse Financial in Q4 2024 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.