Atlantic Edge Private Wealth Management’s Brighthouse Financial BHF Stock Holding History

Atlantic Edge Private 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	$7.98K	Hold	126	–	–	﹤0.01%	445
2026 Q1	$7.54K	Hold	126	–	–	﹤0.01%	425
2025 Q4	$8.16K	Buy	126 +80	+174%	+$4.7K	﹤0.01%	400
2025 Q3	$2.44K	Hold	46	–	–	﹤0.01%	490
2025 Q2	$2.47K	Hold	46	–	–	﹤0.01%	463
2025 Q1	$2.67K	Hold	46	–	–	﹤0.01%	449
2024 Q4	$2.21K	Hold	46	–	–	﹤0.01%	439
2024 Q3	$2.07K	Hold	46	–	–	﹤0.01%	446
2024 Q2	$1.99K	Sell	46 -6	-12%	-$277	﹤0.01%	428
2024 Q1	$2.68K	Buy	52 +6	+13%	+$298	﹤0.01%	420
2023 Q4	$2.44K	Buy	+46	New	+$2.28K	﹤0.01%	411

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

Atlantic Edge Private Wealth Management's BHF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 126 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Atlantic Edge Private Wealth Management first reported a position in BHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.16K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Atlantic Edge Private Wealth Management held 126 shares of Brighthouse Financial worth $7.98K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #445 holding.
Atlantic Edge Private Wealth Management first reported a position in Brighthouse Financial in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Brighthouse Financial position peaked at $8.16K in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.