COMPASS FINANCIAL MANAGEMENT LLC’s Brighthouse Financial BHF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.07K	Buy	+33	New	+$2.05K	﹤0.01%	1312

Other funds holding BHF

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's BHF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Brighthouse Financial (BHF) in Q2 2026: 33 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 33 shares of Brighthouse Financial worth $2.07K as of Q2 2026.
Brighthouse Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Brighthouse Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1312 holding.
314 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.