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Spire Wealth Management’s Brighthouse Financial BHF Stock Holding History

Spire Wealth 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
Q1 		– Sell
-40
Closed -$2.59K – 2267
2025
Q4 		$2.59K Sell
40
-50
-56% -$2.94K ﹤0.01% 2045
2025
Q3 		$4.78K Buy
90
+50
+125% +$2.44K ﹤0.01% 1970
2025
Q2 		$2.15K Sell
40
-17
-30% -$956 ﹤0.01% 2156
2025
Q1 		$3.31K Sell
57
-1,028
-95% -$57.4K ﹤0.01% 2168
2024
Q4 		$52.1K Sell
1,085
-76
-7% -$3.71K ﹤0.01% 1266
2024
Q3 		$52.3K Buy
1,161
+25
+2% +$1.12K ﹤0.01% 1119
2024
Q2 		$49.2K Sell
1,136
-31
-3% -$1.43K ﹤0.01% 1125
2024
Q1 		$60.1K Sell
1,167
-1,000
-46% -$49.7K ﹤0.01% 1158
2023
Q4 		$111K Sell
2,167
-103
-5% -$5.12K ﹤0.01% 968
2023
Q3 		$111K Sell
2,270
-61
-3% -$3.03K ﹤0.01% 919
2023
Q2 		$110K Sell
2,331
-27
-1% -$1.16K ﹤0.01% 940
2023
Q1 		$104K Buy
2,358
+1,366
+138% +$71.8K ﹤0.01% 957
2022
Q4 		$51K Buy
992
+20
+2% +$1.05K ﹤0.01% 983
2022
Q3 		$42K Sell
972
-1,594
-62% -$72.6K ﹤0.01% 1007
2022
Q2 		$105K Sell
2,566
-1,472
-36% -$71K ﹤0.01% 1016
2022
Q1 		$209K Sell
4,038
-119
-3% -$6.35K 0.01% 874
2021
Q4 		$215K Buy
4,157
+995
+31% +$50.9K ﹤0.01% 1059
2021
Q3 		$143K Hold
3,162
– – ﹤0.01% 1055
2021
Q2 		$144K Sell
3,162
-178
-5% -$8.36K ﹤0.01% 1063
2021
Q1 		$148K Buy
+3,340
New +$137K ﹤0.01% 1197

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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Spire Wealth Management's BHF Position: Q1 2026 in Review

Spire Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 40 shares — an estimated $2.59K sold.

Spire Wealth Management first reported a position in BHF in Q1 2021 and held it in 20 quarters. The position peaked at $215K in Q4 2021. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Spire Wealth Management reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 40 Brighthouse Financial shares in Q1 2026, an estimated $2.59K.
  • Spire Wealth Management first reported a position in Brighthouse Financial in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Brighthouse Financial position peaked at $215K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.