Barrett & Company’s Brighthouse Financial BHF Stock Holding History

Barrett & Company’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	$2.81K	Hold	47	–	–	﹤0.01%	563
2025 Q4	$3.04K	Hold	47	–	–	﹤0.01%	563
2025 Q3	$2.5K	Hold	47	–	–	﹤0.01%	571
2025 Q2	$2.53K	Hold	47	–	–	﹤0.01%	570
2025 Q1	$2.73K	Hold	47	–	–	﹤0.01%	538
2024 Q4	$2.26K	Hold	47	–	–	﹤0.01%	548
2024 Q3	$2.12K	Hold	47	–	–	﹤0.01%	532
2024 Q2	$2.04K	Hold	47	–	–	﹤0.01%	545
2024 Q1	$2.42K	Hold	47	–	–	﹤0.01%	537
2023 Q4	$2.49K	Hold	47	–	–	﹤0.01%	519
2023 Q3	$2.3K	Hold	47	–	–	﹤0.01%	537
2023 Q2	$2.23K	Sell	47 -102	-68%	-$4.39K	﹤0.01%	524
2023 Q1	$6.57K	Hold	149	–	–	﹤0.01%	424
2022 Q4	$7.64K	Hold	149	–	–	0.01%	406
2022 Q3	$7.64K	Buy	+149	New	+$6.78K	0.01%	406

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Barrett & Company's BHF Position: Q1 2026 in Review

Barrett & Company held its Brighthouse Financial (BHF) position steady in Q1 2026 at 47 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Barrett & Company first reported a position in BHF in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.64K in Q4 2022. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

Barrett & Company held 47 shares of Brighthouse Financial worth $2.81K as of Q1 2026.
Barrett & Company left its Brighthouse Financial share count unchanged in Q1 2026.
Brighthouse Financial made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #563 holding.
Barrett & Company first reported a position in Brighthouse Financial in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Brighthouse Financial position peaked at $7.64K in Q4 2022.
465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.