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Bell Investment Advisors’s Brighthouse Financial BHF Stock Holding History

Bell Investment 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 		$1.65K Hold
26
– – ﹤0.01% 1394
2026
Q1 		$1.56K Hold
26
– – ﹤0.01% 1409
2025
Q4 		$1.69K Buy
+26
New +$1.53K ﹤0.01% 1404
2025
Q3 		– Sell
-29
Closed -$1.56K – 1889
2025
Q2 		$1.56K Buy
+29
New +$1.63K ﹤0.01% 1445
2024
Q4 		– Sell
-10
Closed -$451 – 1909
2024
Q3 		$451 Hold
10
– – ﹤0.01% 1799
2024
Q2 		$434 Sell
10
-34
-77% -$1.57K ﹤0.01% 1860
2024
Q1 		$2.27K Sell
44
-11
-20% -$546 ﹤0.01% 1303
2023
Q4 		$2.91K Buy
55
+22
+67% +$1.09K ﹤0.01% 1166
2023
Q3 		$1.62K Buy
33
+10
+43% +$497 ﹤0.01% 1379
2023
Q2 		$1.09K Sell
23
-21
-48% -$904 ﹤0.01% 1573
2023
Q1 		$1.94K Sell
44
-54
-55% -$2.84K ﹤0.01% 1282
2022
Q4 		$5.02K Buy
98
+51
+109% +$2.67K ﹤0.01% 809
2022
Q3 		$2K Sell
47
-6
-11% -$273 ﹤0.01% 1046
2022
Q2 		$2K Buy
+53
New +$2.56K ﹤0.01% 1097
2021
Q4 		$2K Buy
46
+9
+24% +$460 ﹤0.01% 1099
2021
Q3 		$2K Buy
+37
New +$1.67K ﹤0.01% 1025

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

Bell Investment Advisors's BHF Position: Q2 2026 in Review

Bell Investment Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 26 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Bell Investment Advisors first reported a position in BHF in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.02K in Q4 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Bell Investment Advisors held 26 shares of Brighthouse Financial worth $1.65K as of Q2 2026.
  • Bell Investment Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1394 holding.
  • Bell Investment Advisors first reported a position in Brighthouse Financial in Q3 2021 and has held it in 16 quarters since.
  • Bell Investment Advisors's Brighthouse Financial position peaked at $5.02K in Q4 2022.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.