Superior Planning, LLC’s Brighthouse Financial BHF Stock Holding History

Superior Planning, LLC’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
2026 Q3	$399	Buy	+8	New	+$461	﹤0.01%	1930

Other funds holding BHF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's BHF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Brighthouse Financial (BHF) in Q3 2026: 8 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings.

304 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Superior Planning, LLC held 8 shares of Brighthouse Financial worth $399 as of Q3 2026.
Brighthouse Financial was a new Superior Planning, LLC position in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1930 holding.
304 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.