SVB Wealth’s Brighthouse Financial BHF Stock Holding History

SVB Wealth’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	-22	Closed	-$1.28K	–	637
2025 Q1	$1.28K	Buy	+22	New	+$1.23K	﹤0.01%	1318

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

SVB Wealth's BHF Position: Q2 2025 in Review

SVB Wealth sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 22 shares — an estimated $1.28K sold.

SVB Wealth first reported a position in BHF in Q1 2025 and held it in 1 quarter. The position peaked at $1.28K in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

SVB Wealth reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 22 Brighthouse Financial shares in Q2 2025, an estimated $1.28K.
SVB Wealth first reported a position in Brighthouse Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Brighthouse Financial position peaked at $1.28K in Q1 2025.
446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.