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Winch Advisory Services’s Brighthouse Financial BHF Stock Holding History

Winch Advisory Services’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
-8
Closed -$425 – 507
2025
Q3 		$425 Hold
8
– – ﹤0.01% 481
2025
Q2 		$430 Hold
8
– – ﹤0.01% 470
2025
Q1 		$464 Hold
8
– – ﹤0.01% 463
2024
Q4 		$384 Buy
8
+2
+33% +$98 ﹤0.01% 514
2024
Q3 		$270 Hold
6
– – ﹤0.01% 438
2024
Q2 		$260 Hold
6
– – ﹤0.01% 426
2024
Q1 		$309 Hold
6
– – ﹤0.01% 419
2023
Q4 		$318 Hold
6
– – ﹤0.01% 414
2023
Q3 		$0 Hold
6
– – ﹤0.01% 422
2023
Q2 		$0 Hold
6
– – ﹤0.01% 421
2023
Q1 		$0 Hold
6
– – ﹤0.01% 417
2022
Q4 		$0 Buy
+6
New +$314 ﹤0.01% 407
2020
Q1 		– Sell
-4
Closed – – 343
2019
Q4 		$0 Buy
+4
New +$157 ﹤0.01% 358
2019
Q2 		– Sell
-16
Closed -$1K – 438
2019
Q1 		$1K Hold
16
– – ﹤0.01% 343
2018
Q4 		$0 Sell
16
-3
-16% -$117 ﹤0.01% 349
2018
Q3 		$1K Hold
19
– – ﹤0.01% 300
2018
Q2 		$1K Hold
19
– – ﹤0.01% 307
2018
Q1 		$1K Hold
19
– – ﹤0.01% 280
2017
Q4 		$1K Hold
19
– – ﹤0.01% 279
2017
Q3 		$1K Buy
+19
New +$1.08K ﹤0.01% 268

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 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 $4.07B AUM 78.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's BHF Position: Q4 2025 in Review

Winch Advisory Services sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 8 shares — an estimated $425 sold.

Winch Advisory Services first reported a position in BHF in Q3 2017 and held it in 20 quarters. The position peaked at $1K in Q1 2019. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Winch Advisory Services reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Winch Advisory Services sold 8 Brighthouse Financial shares in Q4 2025, an estimated $425.
  • Winch Advisory Services first reported a position in Brighthouse Financial in Q3 2017 and held it in 20 quarters.
  • Winch Advisory Services's Brighthouse Financial position peaked at $1K in Q1 2019.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.