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Essential Partners’s Brighthouse Financial BHF Stock Holding History

Essential 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
Q2 		$1.27K Sell
20
-480
-96% -$29.9K ﹤0.01% 2140
2026
Q1 		$29.9K Sell
500
-4
-0.8% -$250 0.01% 768
2025
Q4 		$32.7K Sell
504
-262
-34% -$15.4K 0.01% 734
2025
Q3 		$40.7K Buy
766
+559
+270% +$27.3K 0.01% 653
2025
Q2 		$11.1K Buy
+207
New +$11.6K ﹤0.01% 818

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 $3.38T AUM 44.17% 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

Essential Partners's BHF Position: Q2 2026 in Review

Essential Partners reduced its Brighthouse Financial (BHF) stake by 96% in Q2 2026, selling an estimated $29.9K and leaving 20 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Essential Partners first reported a position in BHF in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.7K in Q3 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Essential Partners held 20 shares of Brighthouse Financial worth $1.27K as of Q2 2026.
  • Essential Partners sold 480 Brighthouse Financial shares in Q2 2026, an estimated $29.9K.
  • Brighthouse Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2140 holding.
  • Essential Partners first reported a position in Brighthouse Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Brighthouse Financial position peaked at $40.7K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.