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Clayton Financial Group’s Brighthouse Financial BHF Stock Holding History

Clayton Financial Group’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 		– Sell
-5
Closed -$300 – 118
2026
Q1 		$300 Hold
5
– – ﹤0.01% 606
2025
Q4 		$324 Hold
5
– – ﹤0.01% 596
2025
Q3 		$266 Buy
+5
New +$244 ﹤0.01% 276

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

Clayton Financial Group's BHF Position: Q2 2026 in Review

Clayton Financial Group sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 5 shares — an estimated $300 sold.

Clayton Financial Group first reported a position in BHF in Q3 2025 and held it in 3 quarters. The position peaked at $324 in Q4 2025. 471 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Clayton Financial Group reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 5 Brighthouse Financial shares in Q2 2026, an estimated $300.
  • Clayton Financial Group first reported a position in Brighthouse Financial in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Brighthouse Financial position peaked at $324 in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.