EI
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Ethic Inc’s Brighthouse Financial BHF Stock Holding History

Ethic Inc’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 		$312K Buy
+4,928
New +$306K ﹤0.01% 1109
2025
Q2 		– Sell
-3,777
Closed -$220K – 1221
2025
Q1 		$220K Buy
+3,777
New +$211K ﹤0.01% 1045
2024
Q1 		– Sell
-7,556
Closed -$400K – 1086
2023
Q4 		$400K Buy
7,556
+1,891
+33% +$93.9K 0.01% 809
2023
Q3 		$277K Buy
+5,665
New +$281K 0.01% 836
2023
Q2 		– Sell
-8,364
Closed -$369K – 977
2023
Q1 		$369K Sell
8,364
-3,162
-27% -$166K 0.02% 739
2022
Q4 		$591K Buy
+11,526
New +$603K 0.03% 522

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

Ethic Inc's BHF Position: Q2 2026 in Review

Ethic Inc opened a new position in Brighthouse Financial (BHF) in Q2 2026: 4,928 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Ethic Inc previously reported a position in BHF as recently as Q1 2025.

Ethic Inc first reported a position in BHF in Q4 2022 and has held it in 6 quarters since. The position peaked at $591K in Q4 2022. 473 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Ethic Inc held 4,928 shares of Brighthouse Financial worth $312K as of Q2 2026.
  • Brighthouse Financial was a new Ethic Inc position in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1109 holding.
  • Ethic Inc first reported a position in Brighthouse Financial in Q4 2022 and has held it in 6 quarters since.
  • Ethic Inc's Brighthouse Financial position peaked at $591K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.