Cherry Tree Wealth Management’s Brighthouse Financial BHF Stock Holding History

Cherry Tree 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	$823	Hold	13	–	–	﹤0.01%	556
2026 Q1	$779	Hold	13	–	–	﹤0.01%	549
2025 Q4	$843	Buy	13 +8	+160%	+$470	﹤0.01%	546
2025 Q3	$266	Hold	5	–	–	﹤0.01%	580
2025 Q2	$269	Hold	5	–	–	﹤0.01%	596
2025 Q1	$290	Hold	5	–	–	﹤0.01%	744
2024 Q4	$241	Hold	5	–	–	﹤0.01%	635
2024 Q3	$226	Hold	5	–	–	﹤0.01%	607
2024 Q2	$217	Hold	5	–	–	﹤0.01%	588
2024 Q1	$258	Hold	5	–	–	﹤0.01%	586
2023 Q4	$265	Hold	5	–	–	﹤0.01%	582
2023 Q3	$245	Hold	5	–	–	﹤0.01%	575
2023 Q2	$237	Buy	+5	New	+$215	﹤0.01%	588

Other funds holding BHF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cherry Tree Wealth Management's BHF Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 13 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Cherry Tree Wealth Management first reported a position in BHF in Q2 2023 and has held it in 13 quarters since. The position peaked at $843 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Cherry Tree Wealth Management held 13 shares of Brighthouse Financial worth $823 as of Q2 2026.
Cherry Tree Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #556 holding.
Cherry Tree Wealth Management first reported a position in Brighthouse Financial in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Brighthouse Financial position peaked at $843 in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.