Cornerstone Planning Group’s Brighthouse Financial BHF Stock Holding History

Cornerstone Planning 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	$1.2K	Hold	19	–	–	﹤0.01%	1452
2026 Q1	$1.19K	Sell	19 -3	-14%	-$187	﹤0.01%	1413
2025 Q4	$1.42K	Buy	22 +3	+16%	+$176	﹤0.01%	1263
2025 Q3	$868	Hold	19	–	–	﹤0.01%	1350
2025 Q2	$889	Hold	19	–	–	﹤0.01%	1138
2025 Q1	$992	Hold	19	–	–	﹤0.01%	1133
2024 Q4	$971	Hold	19	–	–	﹤0.01%	958
2024 Q3	$916	Hold	19	–	–	﹤0.01%	953
2024 Q2	$826	Sell	19 -15	-44%	-$692	﹤0.01%	983
2024 Q1	$1.67K	Buy	34 +15	+79%	+$745	﹤0.01%	691
2023 Q4	$1K	Sell	19 -4	-17%	-$199	﹤0.01%	716
2023 Q3	$1.13K	Hold	23	–	–	﹤0.01%	766
2023 Q2	$1.09K	Buy	+23	New	+$991	﹤0.01%	1331
2022 Q4	$1.18K	Buy	+23	New	+$1.2K	﹤0.01%	1317

Other funds holding BHF

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Cornerstone Planning Group's BHF Position: Q2 2026 in Review

Cornerstone Planning Group held its Brighthouse Financial (BHF) position steady in Q2 2026 at 19 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Cornerstone Planning Group first reported a position in BHF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67K in Q1 2024. 249 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Cornerstone Planning Group held 19 shares of Brighthouse Financial worth $1.2K as of Q2 2026.
Cornerstone Planning Group left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1452 holding.
Cornerstone Planning Group first reported a position in Brighthouse Financial in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Brighthouse Financial position peaked at $1.67K in Q1 2024.
249 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.