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Wealthspire Advisors (New York)’s Brighthouse Financial BHF Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-469
Closed -$24.9K – 1242
2025
Q3 		$24.9K Buy
+469
New +$22.9K ﹤0.01% 1557
2019
Q1 		– Sell
-94
Closed -$3K – 136
2018
Q4 		$3K Buy
+94
New +$3.67K ﹤0.01% 706

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s BHF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 469 shares — an estimated $24.9K sold.

Wealthspire Advisors (New York) first reported a position in BHF in Q4 2018 and held it in 2 quarters. The position peaked at $24.9K in Q3 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 469 Brighthouse Financial shares in Q4 2025, an estimated $24.9K.
  • Wealthspire Advisors (New York) first reported a position in Brighthouse Financial in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Brighthouse Financial position peaked at $24.9K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.