Abound Wealth Management’s Brighthouse Financial BHF Stock Holding History

Abound 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
2026 Q2	$570	Hold	9	–	–	﹤0.01%	921
2026 Q1	$539	Hold	9	–	–	﹤0.01%	1052
2025 Q4	$584	Buy	+9	New	+$529	﹤0.01%	945
2025 Q3	–	Sell	-29	Closed	-$1.56K	–	1362
2025 Q2	$1.56K	Buy	+29	New	+$1.63K	﹤0.01%	772
2023 Q3	–	Sell	-2	Closed	-$95	–	1174
2023 Q2	$95	Hold	2	–	–	﹤0.01%	1176
2023 Q1	$89	Hold	2	–	–	﹤0.01%	706
2022 Q4	$103	Hold	2	–	–	﹤0.01%	706
2022 Q3	$87	Buy	+2	New	+$91	﹤0.01%	722

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Abound Wealth Management's BHF Position: Q2 2026 in Review

Abound Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 9 shares worth $570. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Abound Wealth Management first reported a position in BHF in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.56K in Q2 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Abound Wealth Management held 9 shares of Brighthouse Financial worth $570 as of Q2 2026.
Abound Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #921 holding.
Abound Wealth Management first reported a position in Brighthouse Financial in Q3 2022 and has held it in 8 quarters since.
Abound Wealth Management's Brighthouse Financial position peaked at $1.56K in Q2 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.