BTI
BHF icon

Blue Trust Inc’s Brighthouse Financial BHF Stock Holding History

Blue Trust Inc’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 		$5K Sell
79
-5
-6% -$311 ﹤0.01% 2024
2026
Q1 		$5.03K Buy
84
+2
+2% +$125 ﹤0.01% 1981
2025
Q4 		$5.31K Sell
82
-11
-12% -$646 ﹤0.01% 1986
2025
Q3 		$4.94K Buy
93
+6
+7% +$293 ﹤0.01% 2000
2025
Q2 		$4.68K Buy
87
+11
+14% +$618 ﹤0.01% 2010
2025
Q1 		$4.41K Sell
76
-45
-37% -$2.51K ﹤0.01% 2121
2024
Q4 		$5.81K Sell
121
-393
-76% -$19.2K ﹤0.01% 2058
2024
Q3 		$22.3K Buy
514
+253
+97% +$11.4K ﹤0.01% 1899
2024
Q2 		$13.5K Buy
261
+24
+10% +$1.11K ﹤0.01% 1823
2024
Q1 		$12.2K Sell
237
-495
-68% -$24.6K ﹤0.01% 1389
2023
Q4 		$36K Buy
732
+404
+123% +$20.1K ﹤0.01% 1047
2023
Q3 		$16K Buy
328
+41
+14% +$2.04K ﹤0.01% 1242
2023
Q2 		$13K Sell
287
-194
-40% -$8.36K ﹤0.01% 1206
2023
Q1 		$24K Buy
481
+319
+197% +$16.8K ﹤0.01% 1301
2022
Q4 		$7K Buy
162
+55
+51% +$2.88K ﹤0.01% 1620
2022
Q3 		$4K Buy
107
+25
+30% +$1.14K ﹤0.01% 1604
2022
Q2 		$4K Buy
+82
New +$3.96K ﹤0.01% 1485

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

Blue Trust Inc's BHF Position: Q2 2026 in Review

Blue Trust Inc reduced its Brighthouse Financial (BHF) stake by 6% in Q2 2026, selling an estimated $311 and leaving 79 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Blue Trust Inc first reported a position in BHF in Q2 2022 and has held it in 17 quarters since. The position peaked at $36K in Q4 2023. 471 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Blue Trust Inc held 79 shares of Brighthouse Financial worth $5K as of Q2 2026.
  • Blue Trust Inc sold 5 Brighthouse Financial shares in Q2 2026, an estimated $311.
  • Brighthouse Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2024 holding.
  • Blue Trust Inc first reported a position in Brighthouse Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Brighthouse Financial position peaked at $36K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.