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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
Q2 		$1K Hold
26
– – ﹤0.01% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ball & Co Wealth Management's BHF Position: Q2 2026 in Review

Ball & Co Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #65.

Ball & Co Wealth Management first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Ball & Co Wealth Management held 26 shares of Brighthouse Financial worth $1K as of Q2 2026.
  • Ball & Co Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Ball & Co Wealth Management first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.