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O'Shaughnessy Asset Management’s Brighthouse Financial BHF Stock Holding History

O'Shaughnessy Asset Management’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
-69,577
Closed -$4.51M – 2670
2025
Q4 		$4.51M Buy
+69,577
New +$4.09M 0.02% 545
2025
Q3 		– Sell
-40,795
Closed -$2.19M – 2564
2025
Q2 		$2.19M Buy
40,795
+25,140
+161% +$1.41M 0.02% 733
2025
Q1 		$908K Buy
+15,655
New +$874K 0.01% 1030
2023
Q2 		– Sell
-5,008
Closed -$221K – 1505
2023
Q1 		$221K Sell
5,008
-350
-7% -$18.4K ﹤0.01% 1174
2022
Q4 		$275K Buy
+5,358
New +$280K ﹤0.01% 1003
2021
Q4 		– Sell
-2,649
Closed -$120K – 1386
2021
Q3 		$120K Buy
2,649
+531
+25% +$23.9K ﹤0.01% 1296
2021
Q2 		$96K Hold
2,118
– – ﹤0.01% 1318
2021
Q1 		$94K Hold
2,118
– – ﹤0.01% 1218
2020
Q4 		$77K Buy
+2,118
New +$71.1K ﹤0.01% 1140
2020
Q1 		– Sell
-893
Closed -$35K – 1342
2019
Q4 		$35K Buy
+893
New +$35.1K ﹤0.01% 1031

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

O'Shaughnessy Asset Management's BHF Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 69,577 shares — an estimated $4.51M sold.

O'Shaughnessy Asset Management first reported a position in BHF in Q4 2019 and held it in 10 quarters. The position peaked at $4.51M in Q4 2025. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 69,577 Brighthouse Financial shares in Q1 2026, an estimated $4.51M.
  • O'Shaughnessy Asset Management first reported a position in Brighthouse Financial in Q4 2019 and held it in 10 quarters.
  • O'Shaughnessy Asset Management's Brighthouse Financial position peaked at $4.51M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.