TD Capital Management’s Brighthouse Financial BHF Stock Holding History

TD Capital 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	-3	Closed	-$174	–	709
2025 Q1	$174	Hold	3	–	–	﹤0.01%	676
2024 Q4	$144	Hold	3	–	–	﹤0.01%	576
2024 Q3	$135	Hold	3	–	–	﹤0.01%	449
2024 Q2	$130	Hold	3	–	–	﹤0.01%	426
2024 Q1	$155	Hold	3	–	–	﹤0.01%	517
2023 Q4	$159	Hold	3	–	–	﹤0.01%	405
2023 Q3	$147	Hold	3	–	–	﹤0.01%	401
2023 Q2	$142	Hold	3	–	–	﹤0.01%	406
2023 Q1	$132	Hold	3	–	–	﹤0.01%	404
2022 Q4	$154	Hold	3	–	–	﹤0.01%	378
2022 Q3	$0	Buy	+3	New	+$137	﹤0.01%	355
2022 Q1	–	Sell	-3	Closed	–	–	123
2021 Q4	$0	Hold	3	–	–	﹤0.01%	375
2021 Q3	$0	Hold	3	–	–	﹤0.01%	365
2021 Q2	$0	Hold	3	–	–	﹤0.01%	345
2021 Q1	$0	Hold	3	–	–	﹤0.01%	321
2020 Q4	$0	Hold	3	–	–	﹤0.01%	283
2020 Q3	$0	Hold	3	–	–	﹤0.01%	271
2020 Q2	$0	Hold	3	–	–	﹤0.01%	265
2020 Q1	$0	Hold	3	–	–	﹤0.01%	245
2019 Q4	$0	Hold	3	–	–	﹤0.01%	256
2019 Q3	$0	Hold	3	–	–	﹤0.01%	262
2019 Q2	$0	Buy	+3	New	+$116	﹤0.01%	254
2018 Q3	–	Sell	-85	Closed	-$3K	–	193
2018 Q2	$3K	Hold	85	–	–	﹤0.01%	158
2018 Q1	$4K	Hold	85	–	–	﹤0.01%	155
2017 Q4	$5K	Hold	85	–	–	﹤0.01%	147
2017 Q3	$5K	Buy	+85	New	+$4.85K	﹤0.01%	173

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

TD Capital Management's BHF Position: Q2 2025 in Review

TD Capital Management sold out of Brighthouse Financial (BHF) in Q2 2025, closing a stake of 3 shares — an estimated $174 sold.

TD Capital Management first reported a position in BHF in Q3 2017 and held it in 26 quarters. The position peaked at $5K in Q4 2017. 446 funds tracked by Wall St. Rank hold BHF as of Q2 2025.

TD Capital Management reported no remaining Brighthouse Financial position as of Q2 2025 after selling out during the quarter.
TD Capital Management sold 3 Brighthouse Financial shares in Q2 2025, an estimated $174.
TD Capital Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 26 quarters.
TD Capital Management's Brighthouse Financial position peaked at $5K in Q4 2017.
446 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.