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Principal Securities’s Brighthouse Financial BHF Stock Holding History

Principal Securities’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
Q4 		– Sell
-334
Closed -$17.7K – 1577
2025
Q3 		$17.7K Hold
334
– – ﹤0.01% 2456
2025
Q2 		$18K Buy
334
+319
+2,127% +$17.9K ﹤0.01% 2373
2025
Q1 		$721 Hold
15
– – ﹤0.01% 3283
2024
Q4 		$721 Sell
15
-21
-58% -$1.03K ﹤0.01% 3276
2024
Q3 		$1.62K Buy
36
+30
+500% +$1.35K ﹤0.01% 3014
2024
Q2 		$260 Buy
+6
New +$277 ﹤0.01% 3282

Other funds holding BHF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's BHF Position: Q4 2025 in Review

Principal Securities sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 334 shares — an estimated $17.7K sold.

Principal Securities first reported a position in BHF in Q2 2024 and held it in 6 quarters. The position peaked at $18K in Q2 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Principal Securities reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 334 Brighthouse Financial shares in Q4 2025, an estimated $17.7K.
  • Principal Securities first reported a position in Brighthouse Financial in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Brighthouse Financial position peaked at $18K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.