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Optimize Financial’s Brighthouse Financial BHF Stock Holding History

Optimize Financial’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
2026
Q1 		– Sell
-10,353
Closed -$671K – 317
2025
Q4 		$671K Buy
10,353
+148
+1% +$8.7K 0.34% 72
2025
Q3 		$542K Buy
10,205
+3,541
+53% +$173K 0.28% 100
2025
Q2 		$358K Sell
6,664
-46
-0.7% -$2.59K 0.22% 141
2025
Q1 		$389K Sell
6,710
-1,201
-15% -$67.1K 0.28% 111
2024
Q4 		$380K Buy
+7,911
New +$387K 0.28% 101

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Optimize Financial's BHF Position: Q1 2026 in Review

Optimize Financial sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 10,353 shares — an estimated $671K sold.

Optimize Financial first reported a position in BHF in Q4 2024 and held it in 5 quarters. The position peaked at $671K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Optimize Financial reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 10,353 Brighthouse Financial shares in Q1 2026, an estimated $671K.
  • Optimize Financial first reported a position in Brighthouse Financial in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Brighthouse Financial position peaked at $671K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.