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BankPlus Trust Department’s Brighthouse Financial BHF Stock Holding History

BankPlus Trust Department’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 		$5.76K Hold
91
– – ﹤0.01% 406
2026
Q1 		$5.45K Hold
91
– – ﹤0.01% 402
2025
Q4 		$5.9K Hold
91
– – ﹤0.01% 396
2025
Q3 		$4.83K Hold
91
– – ﹤0.01% 397
2025
Q2 		$4.89K Hold
91
– – ﹤0.01% 385
2025
Q1 		$5.28K Hold
91
– – ﹤0.01% 392
2024
Q4 		$4.37K Buy
+91
New +$4.45K ﹤0.01% 384

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 $3.37T AUM 44.26% 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

BankPlus Trust Department's BHF Position: Q2 2026 in Review

BankPlus Trust Department held its Brighthouse Financial (BHF) position steady in Q2 2026 at 91 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

BankPlus Trust Department first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.9K in Q4 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • BankPlus Trust Department held 91 shares of Brighthouse Financial worth $5.76K as of Q2 2026.
  • BankPlus Trust Department left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #406 holding.
  • BankPlus Trust Department first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Brighthouse Financial position peaked at $5.9K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.