Concord Wealth Partners
BHF icon

Concord Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Concord Wealth 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
Q3 		$449 Hold
9
– – ﹤0.01% 759
2026
Q2 		$570 Buy
+9
New +$560 ﹤0.01% 810
2026
Q1 		– Sell
-9
Closed -$583 – 258
2025
Q4 		$583 Hold
9
– – ﹤0.01% 745
2025
Q3 		$478 Sell
9
-2
-18% -$98 ﹤0.01% 773
2025
Q2 		$591 Buy
11
+1
+10% +$56 ﹤0.01% 780
2025
Q1 		$580 Hold
10
– – ﹤0.01% 752
2024
Q4 		$480 Buy
10
+1
+11% +$49 ﹤0.01% 863
2024
Q3 		$405 Hold
9
– – ﹤0.01% 908
2024
Q2 		$390 Hold
9
– – ﹤0.01% 772
2024
Q1 		$464 Hold
9
– – ﹤0.01% 815
2023
Q4 		$476 Sell
9
-5
-36% -$248 ﹤0.01% 778
2023
Q3 		$685 Sell
14
-11
-44% -$547 ﹤0.01% 966
2023
Q2 		$1.18K Buy
25
+20
+400% +$861 ﹤0.01% 933
2023
Q1 		$221 Hold
5
– – ﹤0.01% 958
2022
Q4 		$256 Buy
+5
New +$261 ﹤0.01% 1192
2022
Q3 		– Sell
-5
Closed – – 254
2022
Q2 		$0 Sell
5
-10
-67% -$483 ﹤0.01% 1245
2022
Q1 		$1K Sell
15
-6
-29% -$320 ﹤0.01% 1173
2021
Q4 		$1K Buy
+21
New +$1.07K ﹤0.01% 1198
2021
Q3 		– Sell
-12
Closed -$1K – 919
2021
Q2 		$1K Buy
12
+7
+140% +$329 ﹤0.01% 946
2021
Q1 		$0 Buy
5
+3
+150% +$123 ﹤0.01% 1003
2020
Q4 		$0 Buy
+2
New +$67 ﹤0.01% 683

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Concord Wealth Partners's BHF Position: Q3 2026 in Review

Concord Wealth Partners held its Brighthouse Financial (BHF) position steady in Q3 2026 at 9 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Concord Wealth Partners first reported a position in BHF in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.18K in Q2 2023. 365 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

  • Concord Wealth Partners held 9 shares of Brighthouse Financial worth $449 as of Q3 2026.
  • Concord Wealth Partners left its Brighthouse Financial share count unchanged in Q3 2026.
  • Brighthouse Financial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #759 holding.
  • Concord Wealth Partners first reported a position in Brighthouse Financial in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Brighthouse Financial position peaked at $1.18K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.