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Ball & Co Wealth Management’s Brighthouse Financial BHF Stock Holding History

Ball & Co 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
Q1 		$1K Hold
26
– – ﹤0.01% 70
2025
Q4 		$1K Hold
26
– – ﹤0.01% 68
2025
Q3 		$1K Hold
26
– – ﹤0.01% 78
2025
Q2 		$1K Hold
26
– – ﹤0.01% 62
2025
Q1 		$1K Hold
26
– – ﹤0.01% 58
2024
Q4 		$1K Buy
+26
New +$1.27K ﹤0.01% 62

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ball & Co Wealth Management's BHF Position: Q1 2026 in Review

Ball & Co Wealth Management held its Brighthouse Financial (BHF) position steady in Q1 2026 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Ball & Co Wealth Management first reported a position in BHF in Q4 2024 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Ball & Co Wealth Management held 26 shares of Brighthouse Financial worth $1K as of Q1 2026.
  • Ball & Co Wealth Management left its Brighthouse Financial share count unchanged in Q1 2026.
  • Brighthouse Financial made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Ball & Co Wealth Management first reported a position in Brighthouse Financial in Q4 2024 and has held it in 6 quarters since.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.