Corient Private Wealth
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Corient Private Wealth’s Brighthouse Financial BHF Stock Holding History

Corient Private Wealth’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 		$1.77M Sell
27,925
-13,640
-33% -$848K ﹤0.01% 1468
2026
Q1 		$2.49M Buy
41,565
+3,068
+8% +$192K ﹤0.01% 1151
2025
Q4 		$2.49M Buy
38,497
+16,005
+71% +$940K ﹤0.01% 1042
2025
Q3 		$1.19M Sell
22,492
-24,900
-53% -$1.22M ﹤0.01% 1347
2025
Q2 		$2.55M Buy
47,392
+27,206
+135% +$1.53M ﹤0.01% 930
2025
Q1 		$1.17M Buy
20,186
+8,291
+70% +$463K ﹤0.01% 1217
2024
Q4 		$571K Buy
11,895
+738
+7% +$36.1K ﹤0.01% 1544
2024
Q3 		$502K Sell
11,157
-1,248
-10% -$56.1K ﹤0.01% 1726
2024
Q2 		$538K Sell
12,405
-1,973
-14% -$91K ﹤0.01% 1600
2024
Q1 		$741K Sell
14,378
-421
-3% -$20.9K ﹤0.01% 1439
2023
Q4 		$783K Sell
14,799
-458
-3% -$22.7K ﹤0.01% 1387
2023
Q3 		$747K Sell
15,257
-132
-0.9% -$6.56K ﹤0.01% 1293
2023
Q2 		$729K Sell
15,389
-13,045
-46% -$562K ﹤0.01% 1271
2023
Q1 		$1.25M Sell
28,434
-5,642
-17% -$296K ﹤0.01% 1007
2022
Q4 		$1.75M Buy
+34,076
New +$1.78M 0.01% 748

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

Corient Private Wealth's BHF Position: Q2 2026 in Review

Corient Private Wealth reduced its Brighthouse Financial (BHF) stake by 33% in Q2 2026, selling an estimated $848K and leaving 27,925 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Corient Private Wealth first reported a position in BHF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q2 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Corient Private Wealth held 27,925 shares of Brighthouse Financial worth $1.77M as of Q2 2026.
  • Corient Private Wealth sold 13,640 Brighthouse Financial shares in Q2 2026, an estimated $848K.
  • Brighthouse Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1468 holding.
  • Corient Private Wealth first reported a position in Brighthouse Financial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Brighthouse Financial position peaked at $2.55M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.