CFFP
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Center for Financial Planning’s Brighthouse Financial BHF Stock Holding History

Center for Financial Planning’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 		$127 Hold
2
– – ﹤0.01% 642
2026
Q1 		$120 Hold
2
– – ﹤0.01% 637
2025
Q4 		$130 Hold
2
– – ﹤0.01% 676
2025
Q3 		$107 Hold
2
– – ﹤0.01% 647
2025
Q2 		$108 Hold
2
– – ﹤0.01% 632
2025
Q1 		$116 Hold
2
– – ﹤0.01% 682
2024
Q4 		$97 Hold
2
– – ﹤0.01% 652
2024
Q3 		$91 Hold
2
– – ﹤0.01% 563
2024
Q2 		$87 Buy
+2
New +$92 ﹤0.01% 572
2022
Q4 		– Sell
-33
Closed -$1K – 558
2022
Q3 		$1K Buy
+33
New +$1.5K ﹤0.01% 583

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

Center for Financial Planning's BHF Position: Q2 2026 in Review

Center for Financial Planning held its Brighthouse Financial (BHF) position steady in Q2 2026 at 2 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Center for Financial Planning first reported a position in BHF in Q3 2022 and has held it in 10 quarters since. The position peaked at $1K in Q3 2022. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Center for Financial Planning held 2 shares of Brighthouse Financial worth $127 as of Q2 2026.
  • Center for Financial Planning left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #642 holding.
  • Center for Financial Planning first reported a position in Brighthouse Financial in Q3 2022 and has held it in 10 quarters since.
  • Center for Financial Planning's Brighthouse Financial position peaked at $1K in Q3 2022.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.