Richard Bernstein Advisors’s Brighthouse Financial BHF Stock Holding History

Richard Bernstein Advisors’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 Q2	–	Sell	-55,365	Closed	-$3.21M	–	216
2025 Q1	$3.21M	Sell	55,365 -2,285	-4%	-$128K	0.08%	137
2024 Q4	$2.77M	Hold	57,650	–	–	0.06%	177
2024 Q3	$2.6M	Hold	57,650	–	–	0.06%	184
2024 Q2	$2.5M	Hold	57,650	–	–	0.06%	183
2024 Q1	$2.97M	Hold	57,650	–	–	0.06%	167
2023 Q4	$3.05M	Buy	57,650 +41	+0.1%	+$2.04K	0.07%	137
2023 Q3	$2.82M	Buy	+57,609	New	+$2.86M	0.06%	125
2018 Q1	–	Sell	-9,837	Closed	-$577K	–	324
2017 Q4	$577K	Hold	9,837	–	–	0.03%	202
2017 Q3	$598K	Buy	+9,837	New	+$561K	0.04%	186

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Richard Bernstein Advisors's BHF Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 55,365 shares — an estimated $3.21M sold.

Richard Bernstein Advisors first reported a position in BHF in Q3 2017 and held it in 9 quarters. The position peaked at $3.21M in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

Richard Bernstein Advisors reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 55,365 Brighthouse Financial shares in Q2 2025, an estimated $3.21M.
Richard Bernstein Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 9 quarters.
Richard Bernstein Advisors's Brighthouse Financial position peaked at $3.21M in Q1 2025.
446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.