Bank of Montreal
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Bank of Montreal’s Brighthouse Financial BHF Stock Holding History

Bank of Montreal’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
2019
Q1 		– Sell
-44,800
Closed -$1.37M – 4324
2018
Q4 		$1.37M Hold
44,800
– – ﹤0.01% 1734
2018
Q3 		$1.98M Hold
44,800
– – ﹤0.01% 1678
2018
Q2 		$1.79M Hold
44,800
– – ﹤0.01% 1696
2018
Q1 		$2.3M Buy
+44,800
New +$2.59M ﹤0.01% 1507

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal's BHF Position: Q2 2026 in Review

Bank of Montreal increased its Brighthouse Financial (BHF) stake by 6.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 7,601 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Bank of Montreal first reported a position in BHF in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.73M in Q3 2017. 363 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Bank of Montreal held 7,601 shares of Brighthouse Financial worth $481K as of Q2 2026.
  • Bank of Montreal bought 486 Brighthouse Financial shares in Q2 2026, an estimated $30.2K.
  • Brighthouse Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2484 holding.
  • Bank of Montreal first reported a position in Brighthouse Financial in Q3 2017 and has held it in 36 quarters since.
  • Bank of Montreal's Brighthouse Financial position peaked at $6.73M in Q3 2017.
  • 363 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.