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Bernard Wealth Management’s Brighthouse Financial BHF Stock Holding History

Bernard 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 		$633 Hold
10
– – ﹤0.01% 300
2026
Q1 		$599 Buy
+10
New +$624 ﹤0.01% 324

Other funds holding BHF

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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

Bernard Wealth Management's BHF Position: Q2 2026 in Review

Bernard Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 10 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Bernard Wealth Management first reported a position in BHF in Q1 2026 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Bernard Wealth Management held 10 shares of Brighthouse Financial worth $633 as of Q2 2026.
  • Bernard Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Bernard Wealth Management first reported a position in Brighthouse Financial in Q1 2026 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.