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Steward Financial Group’s Brighthouse Financial BHF Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+70
New +$3.48K ﹤0.01% 799
2023
Q2 		– Sell
-26
Closed -$1K – 513
2023
Q1 		$1K Sell
26
-5
-16% -$263 ﹤0.01% 585
2022
Q4 		$1K Buy
+31
New +$1.62K ﹤0.01% 390

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Steward Financial Group's BHF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Brighthouse Financial (BHF) in Q3 2023: 70 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BHF as recently as Q1 2023.

Steward Financial Group first reported a position in BHF in Q4 2022 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • Steward Financial Group held 70 shares of Brighthouse Financial worth $3K as of Q3 2023.
  • Brighthouse Financial was a new Steward Financial Group position in Q3 2023.
  • Brighthouse Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #799 holding.
  • Steward Financial Group first reported a position in Brighthouse Financial in Q4 2022 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.