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WealthTrak Capital Management’s Brighthouse Financial BHF Stock Holding History

WealthTrak 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
Q3 		– Sell
-5
Closed -$269 – 175
2025
Q2 		$269 Hold
5
– – ﹤0.01% 790
2025
Q1 		$290 Hold
5
– – ﹤0.01% 773
2024
Q4 		$241 Buy
+5
New +$244 ﹤0.01% 765

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthTrak Capital Management's BHF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 5 shares — an estimated $269 sold.

WealthTrak Capital Management first reported a position in BHF in Q4 2024 and held it in 3 quarters. The position peaked at $290 in Q1 2025. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Brighthouse Financial shares in Q3 2025, an estimated $269.
  • WealthTrak Capital Management first reported a position in Brighthouse Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Brighthouse Financial position peaked at $290 in Q1 2025.
  • 435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.