Annis Gardner Whiting Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-16	Closed	-$959	–	443
2026 Q1	$959	Sell	16 -99	-86%	-$6.18K	﹤0.01%	1155
2025 Q4	$7.45K	Buy	115 +53	+85%	+$3.11K	﹤0.01%	819
2025 Q3	$3.29K	Sell	62 -1	-2%	-$49	﹤0.01%	827
2025 Q2	$3.39K	Hold	63	–	–	﹤0.01%	902
2025 Q1	$3.65K	Hold	63	–	–	﹤0.01%	651
2024 Q4	$3.03K	Hold	63	–	–	﹤0.01%	655
2024 Q3	$2.84K	Hold	63	–	–	﹤0.01%	688
2024 Q2	$2.73K	Hold	63	–	–	﹤0.01%	832
2024 Q1	$3.25K	Hold	63	–	–	﹤0.01%	809
2023 Q4	$3.33K	Hold	63	–	–	﹤0.01%	584
2023 Q3	$3.08K	Buy	+63	New	+$3.13K	﹤0.01%	574

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's BHF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 16 shares — an estimated $959 sold.

Annis Gardner Whiting Capital Advisors first reported a position in BHF in Q3 2023 and held it in 11 quarters. The position peaked at $7.45K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 16 Brighthouse Financial shares in Q2 2026, an estimated $959.
Annis Gardner Whiting Capital Advisors first reported a position in Brighthouse Financial in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Brighthouse Financial position peaked at $7.45K in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.