Cerity Partners
BHF icon

Cerity Partners’s Brighthouse Financial BHF Stock Holding History

Cerity Partners’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 		$748K Sell
11,813
-5,728
-33% -$356K ﹤0.01% 2180
2026
Q1 		$1.05M Sell
17,541
-765
-4% -$47.8K ﹤0.01% 1836
2025
Q4 		$1.19M Sell
18,306
-8,132
-31% -$478K ﹤0.01% 1630
2025
Q3 		$1.4M Buy
26,438
+11,924
+82% +$582K ﹤0.01% 1447
2025
Q2 		$780K Sell
14,514
-1,091
-7% -$61.3K ﹤0.01% 1634
2025
Q1 		$905K Sell
15,605
-2,975
-16% -$166K ﹤0.01% 1474
2024
Q4 		$873K Buy
18,580
+2,890
+18% +$141K ﹤0.01% 1484
2024
Q3 		$707K Buy
15,690
+5,601
+56% +$252K ﹤0.01% 1586
2024
Q2 		$437K Sell
10,089
-924
-8% -$42.6K ﹤0.01% 1608
2024
Q1 		$567K Buy
11,013
+5,548
+102% +$276K ﹤0.01% 1541
2023
Q4 		$289K Buy
5,465
+1,036
+23% +$51.4K ﹤0.01% 1538
2023
Q3 		$217K Sell
4,429
-563
-11% -$28K ﹤0.01% 1265
2023
Q2 		$236K Buy
4,992
+263
+6% +$11.3K ﹤0.01% 1463
2023
Q1 		$208K Sell
4,729
-848
-15% -$44.6K ﹤0.01% 1699
2022
Q4 		$286K Buy
+5,577
New +$292K ﹤0.01% 1161
2022
Q1 		– Sell
-4,397
Closed -$230K – 948
2021
Q4 		$230K Buy
+4,397
New +$225K ﹤0.01% 882
2017
Q4 		– Sell
-3,419
Closed -$208K – 557
2017
Q3 		$208K Buy
+3,419
New +$195K 0.01% 529

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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Cerity Partners's BHF Position: Q2 2026 in Review

Cerity Partners reduced its Brighthouse Financial (BHF) stake by 33% in Q2 2026, selling an estimated $356K and leaving 11,813 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Cerity Partners first reported a position in BHF in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.4M in Q3 2025. 442 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Cerity Partners held 11,813 shares of Brighthouse Financial worth $748K as of Q2 2026.
  • Cerity Partners sold 5,728 Brighthouse Financial shares in Q2 2026, an estimated $356K.
  • Brighthouse Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2180 holding.
  • Cerity Partners first reported a position in Brighthouse Financial in Q3 2017 and has held it in 17 quarters since.
  • Cerity Partners's Brighthouse Financial position peaked at $1.4M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.