Sandy Spring Bank’s Brighthouse Financial BHF Stock Holding History

Sandy Spring Bank’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 Q1	$1.74K	Sell	30 -11	-27%	-$614	﹤0.01%	1054
2024 Q4	$1.97K	Buy	41 +5	+14%	+$244	﹤0.01%	1070
2024 Q3	$1.62K	Sell	36 -1	-3%	-$45	﹤0.01%	1054
2024 Q2	$1.6K	Hold	37	–	–	﹤0.01%	1116
2024 Q1	$1.91K	Buy	37 +1	+3%	+$50	﹤0.01%	1056
2023 Q4	$1.91K	Sell	36 -2	-5%	-$99	﹤0.01%	1022
2023 Q3	$1.86K	Sell	38 -4	-10%	-$199	﹤0.01%	1034
2023 Q2	$1.99K	Hold	42	–	–	﹤0.01%	1068
2023 Q1	$1.85K	Hold	42	–	–	﹤0.01%	1032
2022 Q4	$2.15K	Buy	42 +15	+56%	+$784	﹤0.01%	1013
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1072
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1073
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1081
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1168
2021 Q3	$1K	Buy	27 +13	+93%	+$586	﹤0.01%	1091
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1101
2021 Q1	$1K	Sell	14 -4	-22%	-$164	﹤0.01%	965
2020 Q4	$1K	Buy	+18	New	+$604	﹤0.01%	917
2020 Q3	–	Sell	-18	Closed	-$1K	–	933
2020 Q2	$1K	Buy	+18	New	+$496	﹤0.01%	854
2018 Q1	–	Sell	-176	Closed	-$10K	–	831
2017 Q4	$10K	Buy	+176	New	+$10.4K	﹤0.01%	680

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Sandy Spring Bank's BHF Position: Q1 2025 in Review

Sandy Spring Bank reduced its Brighthouse Financial (BHF) stake by 27% in Q1 2025, selling an estimated $614 and leaving 30 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Sandy Spring Bank first reported a position in BHF in Q4 2017 and has held it in 20 quarters since. The position peaked at $10K in Q4 2017. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

Sandy Spring Bank held 30 shares of Brighthouse Financial worth $1.74K as of Q1 2025.
Sandy Spring Bank sold 11 Brighthouse Financial shares in Q1 2025, an estimated $614.
Brighthouse Financial made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1054 holding.
Sandy Spring Bank first reported a position in Brighthouse Financial in Q4 2017 and has held it in 20 quarters since.
Sandy Spring Bank's Brighthouse Financial position peaked at $10K in Q4 2017.
438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.