Creative Planning
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Creative Planning’s Brighthouse Financial BHF Stock Holding History

Creative Planning’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 		$1.87M Buy
29,583
+3,691
+14% +$230K ﹤0.01% 2137
2026
Q1 		$1.55M Sell
25,892
-5,286
-17% -$330K ﹤0.01% 2111
2025
Q4 		$2.02M Buy
31,178
+7,461
+31% +$438K ﹤0.01% 1729
2025
Q3 		$1.26M Buy
23,717
+2,224
+10% +$109K ﹤0.01% 1911
2025
Q2 		$1.16M Buy
21,493
+8,568
+66% +$482K ﹤0.01% 1730
2025
Q1 		$750K Buy
12,925
+2,156
+20% +$120K ﹤0.01% 1954
2024
Q4 		$517K Buy
10,769
+2,926
+37% +$143K ﹤0.01% 2189
2024
Q3 		$353K Buy
7,843
+420
+6% +$18.9K ﹤0.01% 2394
2024
Q2 		$322K Sell
7,423
-1,635
-18% -$75.4K ﹤0.01% 2289
2024
Q1 		$467K Sell
9,058
-2,642
-23% -$131K ﹤0.01% 1902
2023
Q4 		$619K Buy
11,700
+3,414
+41% +$170K ﹤0.01% 1551
2023
Q3 		$406K Buy
8,286
+1,665
+25% +$82.7K ﹤0.01% 1710
2023
Q2 		$314K Sell
6,621
-1,245
-16% -$53.6K ﹤0.01% 1881
2023
Q1 		$347K Buy
7,866
+1,118
+17% +$58.7K ﹤0.01% 1704
2022
Q4 		$346K Buy
+6,748
New +$353K ﹤0.01% 1634
2022
Q3 		– Sell
-1
Closed – – 2327
2022
Q2 		$0 Buy
+1
New +$48 ﹤0.01% 2300
2017
Q4 		– Sell
-4,374
Closed -$266K – 1909
2017
Q3 		$266K Buy
+4,374
New +$249K ﹤0.01% 1401

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

Creative Planning's BHF Position: Q2 2026 in Review

Creative Planning increased its Brighthouse Financial (BHF) stake by 14% in Q2 2026, buying an estimated $230K and bringing the position to 29,583 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Creative Planning first reported a position in BHF in Q3 2017 and has held it in 17 quarters since. The position peaked at $2.02M in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Creative Planning held 29,583 shares of Brighthouse Financial worth $1.87M as of Q2 2026.
  • Creative Planning bought 3,691 Brighthouse Financial shares in Q2 2026, an estimated $230K.
  • Brighthouse Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2137 holding.
  • Creative Planning first reported a position in Brighthouse Financial in Q3 2017 and has held it in 17 quarters since.
  • Creative Planning's Brighthouse Financial position peaked at $2.02M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.