Peapack-Gladstone Financial Corp’s Brighthouse Financial BHF Stock Holding History

Peapack-Gladstone Financial Corp’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	-4,276	Closed	-$205K	–	683
2024 Q4	$205K	Sell	4,276 -1,437	-25%	-$70.2K	﹤0.01%	650
2024 Q3	$257K	Sell	5,713 -1,938	-25%	-$87.1K	﹤0.01%	606
2024 Q2	$332K	Sell	7,651 -1,357	-15%	-$62.6K	0.01%	543
2024 Q1	$464K	Sell	9,008 -3,757	-29%	-$187K	0.01%	492
2023 Q4	$676K	Sell	12,765 -4,974	-28%	-$247K	0.01%	435
2023 Q3	$868K	Sell	17,739 -294	-2%	-$14.6K	0.02%	404
2023 Q2	$854K	Sell	18,033 -185	-1%	-$7.97K	0.02%	411
2023 Q1	$804K	Sell	18,218 -43	-0.2%	-$2.26K	0.02%	411
2022 Q4	$936K	Sell	18,261 -509	-3%	-$26.6K	0.02%	379
2022 Q3	$815K	Sell	18,770 -74	-0.4%	-$3.37K	0.02%	392
2022 Q2	$773K	Sell	18,844 -182	-1%	-$8.78K	0.02%	385
2022 Q1	$983K	Sell	19,026 -399	-2%	-$21.3K	0.02%	370
2021 Q4	$1.01M	Sell	19,425 -431	-2%	-$22.1K	0.02%	386
2021 Q3	$898K	Sell	19,856 -24	-0.1%	-$1.08K	0.02%	382
2021 Q2	$906K	Sell	19,880 -383	-2%	-$18K	0.02%	347
2021 Q1	$897K	Buy	+20,263	New	+$832K	0.02%	335
2017 Q4	–	Sell	-4,142	Closed	-$252K	–	334
2017 Q3	$252K	Buy	+4,142	New	+$236K	0.01%	297

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

Peapack-Gladstone Financial Corp's BHF Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 4,276 shares — an estimated $205K sold.

Peapack-Gladstone Financial Corp first reported a position in BHF in Q3 2017 and held it in 17 quarters. The position peaked at $1.01M in Q4 2021. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

Peapack-Gladstone Financial Corp reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 4,276 Brighthouse Financial shares in Q1 2025, an estimated $205K.
Peapack-Gladstone Financial Corp first reported a position in Brighthouse Financial in Q3 2017 and held it in 17 quarters.
Peapack-Gladstone Financial Corp's Brighthouse Financial position peaked at $1.01M in Q4 2021.
438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.