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

Bartlett & 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 		$127 Hold
2
– – ﹤0.01% 1313
2026
Q1 		$125 Buy
+2
New +$125 ﹤0.01% 1253
2023
Q4 		– Sell
-72
Closed -$3.52K – 1244
2023
Q3 		$3.52K Sell
72
-8
-10% -$397 ﹤0.01% 1031
2023
Q2 		$3.79K Buy
80
+72
+900% +$3.1K ﹤0.01% 1019
2023
Q1 		$353 Hold
8
– – ﹤0.01% 1038
2022
Q4 		$410 Hold
8
– – ﹤0.01% 1071
2022
Q3 		$347 Hold
8
– – ﹤0.01% 1153
2022
Q2 		$328 Hold
8
– – ﹤0.01% 1279
2022
Q1 		$413 Buy
+8
New +$427 ﹤0.01% 1047
2021
Q4 		– Sell
-2
Closed -$91 – 453
2021
Q3 		$91 Hold
2
– – ﹤0.01% 932
2021
Q2 		$91 Sell
2
-1
-33% -$47 ﹤0.01% 1065
2021
Q1 		$133 Hold
3
– – ﹤0.01% 1096
2020
Q4 		$109 Hold
3
– – ﹤0.01% 1197
2020
Q3 		$81 Hold
3
– – ﹤0.01% 831
2020
Q2 		$83 Sell
3
-1
-25% -$28 ﹤0.01% 836
2020
Q1 		$97 Sell
4
-44
-92% -$1.56K ﹤0.01% 834
2019
Q4 		$1.88K Hold
48
– – ﹤0.01% 813
2019
Q3 		$1.94K Buy
48
+12
+33% +$447 ﹤0.01% 827
2019
Q2 		$1.32K Hold
36
– – ﹤0.01% 695
2019
Q1 		$1.31K Sell
36
-109
-75% -$4.08K ﹤0.01% 670
2018
Q4 		$4.42K Sell
145
-377
-72% -$14.7K ﹤0.01% 628
2018
Q3 		$23.1K Sell
522
-716
-58% -$30.2K ﹤0.01% 524
2018
Q2 		$49.6K Sell
1,238
-949
-43% -$45.6K ﹤0.01% 428
2018
Q1 		$112K Buy
+2,187
New +$126K ﹤0.01% 306

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

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

Bartlett & Co Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 2 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Bartlett & Co Wealth Management first reported a position in BHF in Q1 2018 and has held it in 24 quarters since. The position peaked at $112K in Q1 2018. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Bartlett & Co Wealth Management held 2 shares of Brighthouse Financial worth $127 as of Q2 2026.
  • Bartlett & Co Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1313 holding.
  • Bartlett & Co Wealth Management first reported a position in Brighthouse Financial in Q1 2018 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Brighthouse Financial position peaked at $112K in Q1 2018.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.