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Carolina Wealth Management’s Brighthouse Financial BHF Stock Holding History

Carolina 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 		$445K Buy
+7,035
New +$438K 0.2% 67

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

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

Carolina Wealth Management opened a new position in Brighthouse Financial (BHF) in Q2 2026: 7,035 shares worth $445K. The stake represents 0.2% of the portfolio and ranks #67 among its holdings.

469 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Carolina Wealth Management held 7,035 shares of Brighthouse Financial worth $445K as of Q2 2026.
  • Brighthouse Financial was a new Carolina Wealth Management position in Q2 2026.
  • Brighthouse Financial made up 0.2% of Carolina Wealth Management's portfolio in Q2 2026, its #67 holding.
  • 469 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.