EWP
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Elevation Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Elevation Wealth Partners’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
Q3 		$8.38K Sell
168
-39
-19% -$2.25K ﹤0.01% 952
2026
Q2 		$13.1K Buy
207
+144
+229% +$8.96K ﹤0.01% 726
2026
Q1 		$3.77K Sell
63
-115
-65% -$7.18K ﹤0.01% 787
2025
Q4 		$11.5K Buy
+178
New +$10.5K ﹤0.01% 461

Other funds holding BHF

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's BHF Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Brighthouse Financial (BHF) stake by 19% in Q3 2026, selling an estimated $2.25K and leaving 168 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Elevation Wealth Partners first reported a position in BHF in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.1K in Q2 2026. 22 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

  • Elevation Wealth Partners held 168 shares of Brighthouse Financial worth $8.38K as of Q3 2026.
  • Elevation Wealth Partners sold 39 Brighthouse Financial shares in Q3 2026, an estimated $2.25K.
  • Brighthouse Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #952 holding.
  • Elevation Wealth Partners first reported a position in Brighthouse Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Brighthouse Financial position peaked at $13.1K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.