SummitTX Capital’s Brighthouse Financial BHF Stock Holding History

SummitTX Capital’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	-5,370	Closed	-$311K	–	756
2025 Q1	$311K	Buy	+5,370	New	+$300K	0.01%	652

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SummitTX Capital's BHF Position: Q2 2025 in Review

SummitTX Capital sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 5,370 shares — an estimated $311K sold.

SummitTX Capital first reported a position in BHF in Q1 2025 and held it in 1 quarter. The position peaked at $311K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

SummitTX Capital reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 5,370 Brighthouse Financial shares in Q2 2025, an estimated $311K.
SummitTX Capital first reported a position in Brighthouse Financial in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Brighthouse Financial position peaked at $311K in Q1 2025.
446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.