CVA Family Office’s Brighthouse Financial BHF Stock Holding History

CVA Family Office’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	$8.42K	Buy	133 +39	+41%	+$2.43K	﹤0.01%	1069
2026 Q1	$5.63K	Buy	94 +64	+213%	+$4K	﹤0.01%	1190
2025 Q4	$1.94K	Hold	30	–	–	﹤0.01%	997
2025 Q3	$1.59K	Hold	30	–	–	﹤0.01%	1038
2025 Q2	$1.61K	Sell	30 -10	-25%	-$562	﹤0.01%	1023
2025 Q1	$2.32K	Hold	40	–	–	﹤0.01%	987
2024 Q4	$1.92K	Buy	40 +10	+33%	+$489	﹤0.01%	997
2024 Q3	$1.35K	Hold	30	–	–	﹤0.01%	1031
2024 Q2	$1.3K	Sell	30 -60	-67%	-$2.77K	﹤0.01%	1027
2024 Q1	$4.64K	Hold	90	–	–	﹤0.01%	840
2023 Q4	$4.76K	Buy	+90	New	+$4.47K	﹤0.01%	823
2023 Q3	–	Sell	-90	Closed	-$4.26K	–	308
2023 Q2	$4.26K	Hold	90	–	–	﹤0.01%	827
2023 Q1	$3.97K	Buy	90 +30	+50%	+$1.58K	﹤0.01%	797
2022 Q4	$3.08K	Hold	60	–	–	﹤0.01%	784
2022 Q3	$3K	Sell	60 -15	-20%	-$683	﹤0.01%	766
2022 Q2	$3K	Sell	75 -325	-81%	-$15.7K	﹤0.01%	786
2022 Q1	$21K	Hold	400	–	–	0.01%	546
2021 Q4	$21K	Buy	+400	New	+$20.5K	0.01%	516
2021 Q3	–	Sell	-145	Closed	-$7K	–	417
2021 Q2	$7K	Buy	145 +90	+164%	+$4.23K	﹤0.01%	711
2021 Q1	$2K	Buy	+55	New	+$2.26K	﹤0.01%	696

Other funds holding BHF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CVA Family Office's BHF Position: Q2 2026 in Review

CVA Family Office increased its Brighthouse Financial (BHF) stake by 41% in Q2 2026, buying an estimated $2.43K and bringing the position to 133 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

CVA Family Office first reported a position in BHF in Q1 2021 and has held it in 20 quarters since. The position peaked at $21K in Q1 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

CVA Family Office held 133 shares of Brighthouse Financial worth $8.42K as of Q2 2026.
CVA Family Office bought 39 Brighthouse Financial shares in Q2 2026, an estimated $2.43K.
Brighthouse Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1069 holding.
CVA Family Office first reported a position in Brighthouse Financial in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Brighthouse Financial position peaked at $21K in Q1 2022.
472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.