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Covestor’s Brighthouse Financial BHF Stock Holding History

Covestor’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 		$43K Buy
671
+663
+8,288% +$41.2K 0.02% 870
2026
Q1 		$1K Sell
8
-8,243
-100% -$515K ﹤0.01% 1976
2025
Q4 		$535K Buy
8,251
+1,622
+24% +$95.3K 0.28% 40
2025
Q3 		$353K Buy
6,629
+5,355
+420% +$261K 0.19% 58
2025
Q2 		$69K Buy
1,274
+1,260
+9,000% +$70.8K 0.04% 748
2025
Q1 		$1K Buy
14
+1
+8% +$56 ﹤0.01% 1927
2024
Q4 		$1K Buy
13
+8
+160% +$391 ﹤0.01% 1986
2024
Q3 		$0 Buy
5
+1
+25% +$45 ﹤0.01% 2223
2024
Q2 		$0 Hold
4
– – ﹤0.01% 2246
2024
Q1 		$0 Sell
4
-1
-20% -$50 ﹤0.01% 2240
2023
Q4 		$0 Hold
5
– – ﹤0.01% 2150
2023
Q3 		$0 Hold
5
– – ﹤0.01% 2119
2023
Q2 		$0 Sell
5
-1
-17% -$43 ﹤0.01% 2136
2023
Q1 		$0 Sell
6
-1
-14% -$53 ﹤0.01% 2025
2022
Q4 		$0 Sell
7
-3
-30% -$157 ﹤0.01% 2073
2022
Q3 		$0 Sell
10
-5
-33% -$228 ﹤0.01% 1997
2022
Q2 		$1K Sell
15
-195
-93% -$9.41K ﹤0.01% 1683
2022
Q1 		$11K Buy
210
+189
+900% +$10.1K 0.01% 1278
2021
Q4 		$1K Buy
+21
New +$1.07K ﹤0.01% 1650

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
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
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Covestor's BHF Position: Q2 2026 in Review

Covestor increased its Brighthouse Financial (BHF) stake by 8,288% in Q2 2026, buying an estimated $41.2K and bringing the position to 671 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #870.

Covestor first reported a position in BHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q4 2025. 274 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Covestor held 671 shares of Brighthouse Financial worth $43K as of Q2 2026.
  • Covestor bought 663 Brighthouse Financial shares in Q2 2026, an estimated $41.2K.
  • Brighthouse Financial made up 0.02% of Covestor's portfolio in Q2 2026, its #870 holding.
  • Covestor first reported a position in Brighthouse Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Brighthouse Financial position peaked at $535K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.