BAM
BHF icon

BOS Asset Management’s Brighthouse Financial BHF Stock Holding History

BOS Asset 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 		$261K Hold
4,129
– – 0.06% 165
2026
Q1 		$247K Buy
4,129
+300
+8% +$18.7K 0.06% 175
2025
Q4 		$248K Hold
3,829
– – 0.07% 168
2025
Q3 		$203K Buy
+3,829
New +$187K 0.06% 184
2025
Q2 		– Sell
-3,606
Closed -$209K – 175
2025
Q1 		$209K Buy
+3,606
New +$201K 0.07% 158

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

BOS Asset Management's BHF Position: Q2 2026 in Review

BOS Asset Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 4,129 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #165.

BOS Asset Management first reported a position in BHF in Q1 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • BOS Asset Management held 4,129 shares of Brighthouse Financial worth $261K as of Q2 2026.
  • BOS Asset Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up 0.06% of BOS Asset Management's portfolio in Q2 2026, its #165 holding.
  • BOS Asset Management first reported a position in Brighthouse Financial in Q1 2025 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.