Atwood & Palmer’s Brighthouse Financial BHF Stock Holding History

Atwood & Palmer’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 Q3	$899	Hold	18	–	–	﹤0.01%	464
2026 Q2	$1.14K	Hold	18	–	–	﹤0.01%	451
2026 Q1	$1.08K	Hold	18	–	–	﹤0.01%	469
2025 Q4	$1.17K	Hold	18	–	–	﹤0.01%	459
2025 Q3	$956	Hold	18	–	–	﹤0.01%	462
2025 Q2	$968	Hold	18	–	–	﹤0.01%	486
2025 Q1	$1.04K	Hold	18	–	–	﹤0.01%	410
2024 Q4	$865	Hold	18	–	–	﹤0.01%	440
2024 Q3	$811	Buy	+18	New	+$809	﹤0.01%	443
2023 Q2	–	Sell	-23	Closed	-$1.01K	–	397
2023 Q1	$1.01K	Hold	23	–	–	﹤0.01%	353
2022 Q4	$1.18K	Hold	23	–	–	﹤0.01%	373
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	363
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	385
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	433
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	444
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	422
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	407
2021 Q1	$1K	Buy	+23	New	+$945	﹤0.01%	431

Other funds holding BHF

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Atwood & Palmer's BHF Position: Q3 2026 in Review

Atwood & Palmer held its Brighthouse Financial (BHF) position steady in Q3 2026 at 18 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Atwood & Palmer first reported a position in BHF in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.18K in Q4 2022. 22 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Atwood & Palmer held 18 shares of Brighthouse Financial worth $899 as of Q3 2026.
Atwood & Palmer left its Brighthouse Financial share count unchanged in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #464 holding.
Atwood & Palmer first reported a position in Brighthouse Financial in Q1 2021 and has held it in 18 quarters since.
Atwood & Palmer's Brighthouse Financial position peaked at $1.18K in Q4 2022.
22 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.