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D.J. St. Germain’s Brighthouse Financial BHF Stock Holding History

D.J. St. Germain’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 		$14.2K Hold
225
– – ﹤0.01% 644
2026
Q1 		$13.5K Hold
225
– – ﹤0.01% 628
2025
Q4 		$14.6K Hold
225
– – ﹤0.01% 616
2025
Q3 		$11.9K Hold
225
– – ﹤0.01% 628
2025
Q2 		$12.1K Buy
225
+134
+147% +$7.53K ﹤0.01% 631
2025
Q1 		$5.28K Sell
91
-86
-49% -$4.8K ﹤0.01% 633
2024
Q4 		$8.5K Buy
177
+130
+277% +$6.35K ﹤0.01% 604
2024
Q3 		$2.12K Sell
47
-7
-13% -$315 ﹤0.01% 665
2024
Q2 		$2.34K Sell
54
-13
-19% -$600 ﹤0.01% 677
2024
Q1 		$3.45K Sell
67
-7
-9% -$348 ﹤0.01% 636
2023
Q4 		$3.92K Buy
74
+27
+57% +$1.34K ﹤0.01% 635
2023
Q3 		$2.3K Sell
47
-5
-10% -$248 ﹤0.01% 644
2023
Q2 		$2.46K Buy
+52
New +$2.24K ﹤0.01% 642

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

D.J. St. Germain's BHF Position: Q2 2026 in Review

D.J. St. Germain held its Brighthouse Financial (BHF) position steady in Q2 2026 at 225 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

D.J. St. Germain first reported a position in BHF in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.6K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • D.J. St. Germain held 225 shares of Brighthouse Financial worth $14.2K as of Q2 2026.
  • D.J. St. Germain left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #644 holding.
  • D.J. St. Germain first reported a position in Brighthouse Financial in Q2 2023 and has held it in 13 quarters since.
  • D.J. St. Germain's Brighthouse Financial position peaked at $14.6K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.