Arax Advisory Partners’s Brighthouse Financial BHF Stock Holding History

Arax Advisory Partners’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	$131K	Buy	+2,077	New	+$129K	﹤0.01%	2533
2026 Q1	–	Sell	-136	Closed	-$8.81K	–	3836
2025 Q4	$8.81K	Sell	136 -8,696	-98%	-$511K	﹤0.01%	2539
2025 Q3	$469K	Buy	8,832 +8,428	+2,086%	+$411K	0.01%	931
2025 Q2	$21.7K	Buy	404 +302	+296%	+$17K	﹤0.01%	1632
2025 Q1	$5.92K	Hold	102	–	–	﹤0.01%	1724
2024 Q4	$4.9K	Buy	102 +53	+108%	+$2.59K	﹤0.01%	1750
2024 Q3	$2.21K	Buy	49 +48	+4,800%	+$2.16K	﹤0.01%	2031
2024 Q2	$44	Hold	1	–	–	﹤0.01%	2519
2024 Q1	$52	Hold	1	–	–	﹤0.01%	1298
2023 Q4	$53	Hold	1	–	–	﹤0.01%	1320
2023 Q3	$49	Sell	1 -3	-75%	-$149	﹤0.01%	1306
2023 Q2	$191	Sell	4 -11	-73%	-$474	﹤0.01%	1237
2023 Q1	$662	Hold	15	–	–	﹤0.01%	1155
2022 Q4	$769	Hold	15	–	–	﹤0.01%	1125
2022 Q3	$1K	Buy	+15	New	+$683	﹤0.01%	1038
2021 Q4	–	Sell	-1	Closed	–	–	1141
2021 Q3	$0	Buy	+1	New	+$45	﹤0.01%	995

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

Arax Advisory Partners's BHF Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Brighthouse Financial (BHF) in Q2 2026: 2,077 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BHF as recently as Q4 2025.

Arax Advisory Partners first reported a position in BHF in Q3 2021 and has held it in 16 quarters since. The position peaked at $469K in Q3 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Arax Advisory Partners held 2,077 shares of Brighthouse Financial worth $131K as of Q2 2026.
Brighthouse Financial was a new Arax Advisory Partners position in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2533 holding.
Arax Advisory Partners first reported a position in Brighthouse Financial in Q3 2021 and has held it in 16 quarters since.
Arax Advisory Partners's Brighthouse Financial position peaked at $469K in Q3 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.