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Toth Financial Advisory’s Brighthouse Financial BHF Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-8
Closed -$385 – 720
2024
Q4 		$385 Hold
8
– – ﹤0.01% 678
2024
Q3 		$361 Hold
8
– – ﹤0.01% 692
2024
Q2 		$347 Buy
+8
New +$369 ﹤0.01% 726
2022
Q4 		– Sell
-76
Closed -$3K – 721
2022
Q3 		$3K Buy
76
+18
+31% +$819 ﹤0.01% 589
2022
Q2 		$2K Hold
58
– – ﹤0.01% 581
2022
Q1 		$3K Hold
58
– – ﹤0.01% 582
2021
Q4 		$3K Hold
58
– – ﹤0.01% 602
2021
Q3 		$3K Hold
58
– – ﹤0.01% 598
2021
Q2 		$3K Hold
58
– – ﹤0.01% 534
2021
Q1 		$3K Buy
+58
New +$2.38K ﹤0.01% 540

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's BHF Position: Q1 2025 in Review

Toth Financial Advisory sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 8 shares — an estimated $385 sold.

Toth Financial Advisory first reported a position in BHF in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q3 2022. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Toth Financial Advisory reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 8 Brighthouse Financial shares in Q1 2025, an estimated $385.
  • Toth Financial Advisory first reported a position in Brighthouse Financial in Q1 2021 and held it in 10 quarters.
  • Toth Financial Advisory's Brighthouse Financial position peaked at $3K in Q3 2022.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.