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Bay Harbor Wealth Management’s Brighthouse Financial BHF Stock Holding History

Bay Harbor 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 		$1.14K Buy
18
+5
+38% +$311 ﹤0.01% 824
2026
Q1 		$778 Buy
13
+4
+44% +$250 ﹤0.01% 859
2025
Q4 		$583 Buy
9
+5
+125% +$294 ﹤0.01% 806
2025
Q3 		$212 Hold
4
– – ﹤0.01% 1018
2025
Q2 		$215 Buy
4
+3
+300% +$169 ﹤0.01% 897
2025
Q1 		$57 Buy
+1
New +$56 ﹤0.01% 1004

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

Bay Harbor Wealth Management's BHF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Brighthouse Financial (BHF) stake by 38% in Q2 2026, buying an estimated $311 and bringing the position to 18 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Bay Harbor Wealth Management first reported a position in BHF in Q1 2025 and has held it in 6 quarters since. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Bay Harbor Wealth Management held 18 shares of Brighthouse Financial worth $1.14K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Brighthouse Financial shares in Q2 2026, an estimated $311.
  • Brighthouse Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Bay Harbor Wealth Management first reported a position in Brighthouse Financial in Q1 2025 and has held it in 6 quarters since.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.