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Petrus Trust Company’s Brighthouse Financial BHF Stock Holding History

Petrus Trust Company’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
2024
Q4 		– Sell
-7,916
Closed -$356K – 599
2024
Q3 		$356K Hold
7,916
– – 0.03% 348
2024
Q2 		$343K Buy
+7,916
New +$365K 0.03% 387

Other funds holding BHF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Petrus Trust Company's BHF Position: Q4 2024 in Review

Petrus Trust Company sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 7,916 shares — an estimated $356K sold.

Petrus Trust Company first reported a position in BHF in Q2 2024 and held it in 2 quarters. The position peaked at $356K in Q3 2024. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Petrus Trust Company reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 7,916 Brighthouse Financial shares in Q4 2024, an estimated $356K.
  • Petrus Trust Company first reported a position in Brighthouse Financial in Q2 2024 and held it in 2 quarters.
  • Petrus Trust Company's Brighthouse Financial position peaked at $356K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.