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Beese Fulmer Investment Management’s Brighthouse Financial BHF Stock Holding History

Beese Fulmer Investment 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 		– Sell
-3,476
Closed -$208K – 412
2026
Q1 		$208K Buy
+3,476
New +$217K 0.01% 410
2020
Q3 		– Sell
-47
Closed -$1K – 232
2020
Q2 		$1K Buy
+47
New +$1.3K ﹤0.01% 583

Other funds holding BHF

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Beese Fulmer Investment Management's BHF Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 3,476 shares — an estimated $208K sold.

Beese Fulmer Investment Management first reported a position in BHF in Q2 2020 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 150 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,476 Brighthouse Financial shares in Q2 2026, an estimated $208K.
  • Beese Fulmer Investment Management first reported a position in Brighthouse Financial in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Brighthouse Financial position peaked at $208K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.