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Sagewood Asset Management’s Brighthouse Financial BHF Stock Holding History

Sagewood Asset Management’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
2026
Q2 		$1.04M Buy
16,442
+928
+6% +$57.7K 0.24% 78
2026
Q1 		$929K Buy
15,514
+2,675
+21% +$167K 0.29% 66
2025
Q4 		$832K Buy
+12,839
New +$754K 0.3% 64

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sagewood Asset Management's BHF Position: Q2 2026 in Review

Sagewood Asset Management increased its Brighthouse Financial (BHF) stake by 6% in Q2 2026, buying an estimated $57.7K and bringing the position to 16,442 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #78.

Sagewood Asset Management first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Sagewood Asset Management held 16,442 shares of Brighthouse Financial worth $1.04M as of Q2 2026.
  • Sagewood Asset Management bought 928 Brighthouse Financial shares in Q2 2026, an estimated $57.7K.
  • Brighthouse Financial made up 0.24% of Sagewood Asset Management's portfolio in Q2 2026, its #78 holding.
  • Sagewood Asset Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.