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Rise Advisors’s Brighthouse Financial BHF Stock Holding History

Rise 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
Q4 		– Sell
-223
Closed -$11.8K – 254
2025
Q3 		$11.8K Sell
223
-1
-0.4% -$49 ﹤0.01% 900
2025
Q2 		$12K Hold
224
– – ﹤0.01% 872
2025
Q1 		$13K Sell
224
-81
-27% -$4.52K 0.01% 797
2024
Q4 		$14.7K Sell
305
-2
-0.7% -$98 0.01% 836
2024
Q3 		$13.8K Buy
307
+8
+3% +$359 0.01% 910
2024
Q2 		$13K Hold
299
– – 0.01% 900
2024
Q1 		$15.4K Buy
299
+288
+2,618% +$14.3K 0.01% 844
2023
Q4 		$582 Hold
11
– – ﹤0.01% 557
2023
Q3 		$538 Hold
11
– – ﹤0.01% 577
2023
Q2 		$521 Hold
11
– – ﹤0.01% 615
2023
Q1 		$485 Hold
11
– – ﹤0.01% 735
2022
Q4 		$564 Hold
11
– – ﹤0.01% 701
2022
Q3 		$0 Hold
11
– – ﹤0.01% 708
2022
Q2 		$0 Hold
11
– – ﹤0.01% 705
2022
Q1 		$1K Hold
11
– – ﹤0.01% 583
2021
Q4 		$570 Buy
+11
New +$563 ﹤0.01% 624

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

Rise Advisors's BHF Position: Q4 2025 in Review

Rise Advisors sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 223 shares — an estimated $11.8K sold.

Rise Advisors first reported a position in BHF in Q4 2021 and held it in 16 quarters. The position peaked at $15.4K in Q1 2024. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Rise Advisors reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 223 Brighthouse Financial shares in Q4 2025, an estimated $11.8K.
  • Rise Advisors first reported a position in Brighthouse Financial in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Brighthouse Financial position peaked at $15.4K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.