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Summit Securities Group’s Brighthouse Financial BHF Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-123,700
Closed -$6.57M – 1030
2025
Q3 		$6.57M Buy
+123,700
New +$6.04M 1.36% 10

Other funds holding BHF

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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's BHF Position: Q2 2025 in Review

Summit Securities Group sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 1,782 shares — an estimated $103K sold.

Summit Securities Group first reported a position in BHF in Q2 2023 and held it in 2 quarters. The position peaked at $103K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Summit Securities Group reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,782 Brighthouse Financial shares in Q2 2025, an estimated $103K.
  • Summit Securities Group first reported a position in Brighthouse Financial in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's Brighthouse Financial position peaked at $103K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.