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Stonebridge Financial Group (Pennsylvania)’s Brighthouse Financial BHF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-101
Closed -$5.86K – 296
2025
Q1 		$5.86K Hold
101
– – ﹤0.01% 681
2024
Q4 		$4.85K Buy
+101
New +$4.93K ﹤0.01% 687

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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BHF Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 101 shares — an estimated $5.86K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BHF in Q4 2024 and held it in 2 quarters. The position peaked at $5.86K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 101 Brighthouse Financial shares in Q2 2025, an estimated $5.86K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Brighthouse Financial in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Brighthouse Financial position peaked at $5.86K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.