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 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

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's BHF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Brighthouse Financial (BHF) in Q2 2026: 9 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BHF as recently as Q4 2025.

Concord Wealth Partners first reported a position in BHF in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.18K in Q2 2023. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Concord Wealth Partners held 9 shares of Brighthouse Financial worth $570 as of Q2 2026.
Brighthouse Financial was a new Concord Wealth Partners position in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #810 holding.
Concord Wealth Partners first reported a position in Brighthouse Financial in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Brighthouse Financial position peaked at $1.18K in Q2 2023.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.