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Synergy Investment Management’s Brighthouse Financial BHF Stock Holding History

Synergy Investment Management’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
-6
Closed -$348 – 120
2025
Q1 		$348 Hold
6
– – ﹤0.01% 587
2024
Q4 		$288 Buy
+6
New +$293 ﹤0.01% 620

Other funds holding BHF

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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
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

Synergy Investment Management's BHF Position: Q2 2025 in Review

Synergy Investment Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 6 shares — an estimated $348 sold.

Synergy Investment Management first reported a position in BHF in Q4 2024 and held it in 2 quarters. The position peaked at $348 in Q1 2025. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

  • Synergy Investment Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 6 Brighthouse Financial shares in Q2 2025, an estimated $348.
  • Synergy Investment Management first reported a position in Brighthouse Financial in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Brighthouse Financial position peaked at $348 in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.