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Private Wealth Management Group’s Brighthouse Financial BHF Stock Holding History

Private Wealth Management Group’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
-7
Closed -$372 – 1475
2025
Q3 		$372 Hold
7
– – ﹤0.01% 1437
2025
Q2 		$377 Hold
7
– – ﹤0.01% 1437
2025
Q1 		$406 Hold
7
– – ﹤0.01% 1422
2024
Q4 		$337 Hold
7
– – ﹤0.01% 1473
2024
Q3 		$316 Hold
7
– – ﹤0.01% 1456
2024
Q2 		$304 Sell
7
-135
-95% -$6.23K ﹤0.01% 1480
2024
Q1 		$7.32K Hold
142
– – ﹤0.01% 497
2023
Q4 		$7.51K Buy
+142
New +$7.05K ﹤0.01% 478

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's BHF Position: Q4 2025 in Review

Private Wealth Management Group sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 7 shares — an estimated $372 sold.

Private Wealth Management Group first reported a position in BHF in Q4 2023 and held it in 8 quarters. The position peaked at $7.51K in Q4 2023. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Private Wealth Management Group reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 7 Brighthouse Financial shares in Q4 2025, an estimated $372.
  • Private Wealth Management Group first reported a position in Brighthouse Financial in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Brighthouse Financial position peaked at $7.51K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.