BWA
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Basecamp Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Basecamp Wealth Advisors’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 		$14.1K Buy
222
+58
+35% +$3.61K ﹤0.01% 927
2026
Q1 		$9.82K Sell
164
-155
-49% -$9.68K ﹤0.01% 1027
2025
Q4 		$20.7K Buy
+319
New +$18.7K ﹤0.01% 782

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

Basecamp Wealth Advisors's BHF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Brighthouse Financial (BHF) stake by 35% in Q2 2026, buying an estimated $3.61K and bringing the position to 222 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Basecamp Wealth Advisors first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.7K in Q4 2025. 471 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Basecamp Wealth Advisors held 222 shares of Brighthouse Financial worth $14.1K as of Q2 2026.
  • Basecamp Wealth Advisors bought 58 Brighthouse Financial shares in Q2 2026, an estimated $3.61K.
  • Brighthouse Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #927 holding.
  • Basecamp Wealth Advisors first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Brighthouse Financial position peaked at $20.7K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.