Pathstone Holdings
BHF icon

Pathstone Holdings’s Brighthouse Financial BHF Stock Holding History

Pathstone Holdings’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 		$248K Sell
4,135
-3,598
-47% -$225K ﹤0.01% 2028
2025
Q4 		$501K Sell
7,733
-452
-6% -$26.6K ﹤0.01% 1746
2025
Q3 		$434K Sell
8,185
-1,264
-13% -$61.7K ﹤0.01% 1833
2025
Q2 		$508K Sell
9,449
-630
-6% -$35.4K ﹤0.01% 1714
2025
Q1 		$585K Buy
10,079
+145
+1% +$8.1K ﹤0.01% 1644
2024
Q4 		$477K Buy
9,934
+276
+3% +$13.5K ﹤0.01% 1735
2024
Q3 		$435K Sell
9,658
-591
-6% -$26.6K ﹤0.01% 1797
2024
Q2 		$444K Sell
10,249
-1,677
-14% -$77.4K ﹤0.01% 1760
2024
Q1 		$615K Buy
11,926
+3,411
+40% +$169K ﹤0.01% 1577
2023
Q4 		$451K Buy
+8,515
New +$423K ﹤0.01% 1572

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

Pathstone Holdings's BHF Position: Q1 2026 in Review

Pathstone Holdings reduced its Brighthouse Financial (BHF) stake by 47% in Q1 2026, selling an estimated $225K and leaving 4,135 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Pathstone Holdings first reported a position in BHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $615K in Q1 2024. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Pathstone Holdings held 4,135 shares of Brighthouse Financial worth $248K as of Q1 2026.
  • Pathstone Holdings sold 3,598 Brighthouse Financial shares in Q1 2026, an estimated $225K.
  • Brighthouse Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #2028 holding.
  • Pathstone Holdings first reported a position in Brighthouse Financial in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Brighthouse Financial position peaked at $615K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.