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Curio Wealth’s Brighthouse Financial BHF Stock Holding History

Curio 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 		– Sell
-3
Closed -$180 – 199
2026
Q1 		$180 Buy
3
+2
+200% +$125 ﹤0.01% 812
2025
Q4 		$65 Buy
+1
New +$59 ﹤0.01% 445
2025
Q3 		– Sell
-1
Closed -$54 – 286
2025
Q2 		$54 Hold
1
– – ﹤0.01% 349
2025
Q1 		$48 Buy
+1
New +$56 ﹤0.01% 381

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

Curio Wealth's BHF Position: Q2 2026 in Review

Curio Wealth sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 3 shares — an estimated $180 sold.

Curio Wealth first reported a position in BHF in Q1 2025 and held it in 4 quarters. The position peaked at $180 in Q1 2026. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Curio Wealth reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 3 Brighthouse Financial shares in Q2 2026, an estimated $180.
  • Curio Wealth first reported a position in Brighthouse Financial in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Brighthouse Financial position peaked at $180 in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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