Truist Financial
BHF icon

Truist Financial’s Brighthouse Financial BHF Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-7,578
Closed -$328K – 2531
2024
Q2 		$328K Buy
7,578
+1,262
+20% +$58.2K ﹤0.01% 2247
2024
Q1 		$326K Sell
6,316
-97
-2% -$4.82K ﹤0.01% 2246
2023
Q4 		$339K Sell
6,413
-22
-0.3% -$1.09K ﹤0.01% 2229
2023
Q3 		$315K Sell
6,435
-1,065
-14% -$52.9K ﹤0.01% 2209
2023
Q2 		$355K Sell
7,500
-2,128
-22% -$91.6K ﹤0.01% 2157
2023
Q1 		$425K Buy
+9,628
New +$506K ﹤0.01% 2075
2022
Q3 		– Sell
-8,144
Closed -$334K – 2528
2022
Q2 		$334K Sell
8,144
-482
-6% -$23.3K ﹤0.01% 2149
2022
Q1 		$446K Buy
8,626
+25
+0.3% +$1.33K ﹤0.01% 2062
2021
Q4 		$446K Buy
8,601
+1,171
+16% +$59.9K ﹤0.01% 2086
2021
Q3 		$337K Sell
7,430
-2,608
-26% -$118K ﹤0.01% 2258
2021
Q2 		$457K Buy
10,038
+141
+1% +$6.63K ﹤0.01% 2117
2021
Q1 		$438K Sell
9,897
-463
-4% -$19K ﹤0.01% 2050
2020
Q4 		$375K Buy
+10,360
New +$348K ﹤0.01% 2018
2020
Q1 		– Sell
-5,478
Closed -$215K – 2389
2019
Q4 		$215K Buy
+5,478
New +$216K ﹤0.01% 2322

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial's BHF Position: Q3 2024 in Review

Truist Financial sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 7,578 shares — an estimated $328K sold.

Truist Financial first reported a position in BHF in Q4 2019 and held it in 14 quarters. The position peaked at $457K in Q2 2021. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Truist Financial reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 7,578 Brighthouse Financial shares in Q3 2024, an estimated $328K.
  • Truist Financial first reported a position in Brighthouse Financial in Q4 2019 and held it in 14 quarters.
  • Truist Financial's Brighthouse Financial position peaked at $457K in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.