Addison Advisors’s Brighthouse Financial BHF Stock Holding History

Addison Advisors’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%	652
2026 Q1	$539	Hold	9	–	–	﹤0.01%	927
2025 Q4	$584	Hold	9	–	–	﹤0.01%	859
2025 Q3	$478	Hold	9	–	–	﹤0.01%	850
2025 Q2	$484	Hold	9	–	–	﹤0.01%	844
2025 Q1	$522	Hold	9	–	–	﹤0.01%	801
2024 Q4	$433	Hold	9	–	–	﹤0.01%	813
2024 Q3	$406	Hold	9	–	–	﹤0.01%	809
2024 Q2	$391	Hold	9	–	–	﹤0.01%	748
2024 Q1	$464	Hold	9	–	–	﹤0.01%	672
2023 Q4	$477	Hold	9	–	–	﹤0.01%	679
2023 Q3	$441	Hold	9	–	–	﹤0.01%	644
2023 Q2	$427	Hold	9	–	–	﹤0.01%	602
2023 Q1	$397	Sell	9 -13	-59%	-$683	﹤0.01%	606
2022 Q4	$1.13K	Hold	22	–	–	﹤0.01%	604
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	585
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	571
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	606
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	556
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	399
2021 Q2	$1K	Buy	+22	New	+$1.03K	﹤0.01%	378
2020 Q4	$0	Buy	+9	New	+$302	﹤0.01%	376

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

Addison Advisors's BHF Position: Q2 2026 in Review

Addison Advisors 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 #652.

Addison Advisors first reported a position in BHF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13K in Q4 2022. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Addison Advisors held 9 shares of Brighthouse Financial worth $570 as of Q2 2026.
Addison Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #652 holding.
Addison Advisors first reported a position in Brighthouse Financial in Q4 2020 and has held it in 22 quarters since.
Addison Advisors's Brighthouse Financial position peaked at $1.13K in Q4 2022.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.