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Venturi Wealth Management’s Brighthouse Financial BHF Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-682
Closed -$32.8K – 706
2024
Q4 		$32.8K Buy
682
+61
+10% +$2.98K ﹤0.01% 1141
2024
Q3 		$28K Buy
621
+564
+989% +$25.3K ﹤0.01% 937
2024
Q2 		$2.47K Sell
57
-155
-73% -$7.15K ﹤0.01% 1336
2024
Q1 		$10.9K Buy
212
+161
+316% +$8K ﹤0.01% 915
2023
Q4 		$2.7K Hold
51
– – ﹤0.01% 1145
2023
Q3 		$2.5K Buy
+51
New +$2.53K ﹤0.01% 1123

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

Venturi Wealth Management's BHF Position: Q1 2025 in Review

Venturi Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 682 shares — an estimated $32.8K sold.

Venturi Wealth Management first reported a position in BHF in Q3 2023 and held it in 6 quarters. The position peaked at $32.8K in Q4 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Venturi Wealth Management reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 682 Brighthouse Financial shares in Q1 2025, an estimated $32.8K.
  • Venturi Wealth Management first reported a position in Brighthouse Financial in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Brighthouse Financial position peaked at $32.8K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.