EWA
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EverSource Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

EverSource Wealth Advisors’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 		$15.8K Sell
249
-504
-67% -$31.3K ﹤0.01% 2617
2026
Q1 		$45.1K Sell
753
-562
-43% -$35.1K ﹤0.01% 1971
2025
Q4 		$85.2K Buy
1,315
+109
+9% +$6.41K ﹤0.01% 1399
2025
Q3 		$64K Buy
1,206
+733
+155% +$35.8K ﹤0.01% 1529
2025
Q2 		$25.4K Buy
473
+182
+63% +$10.2K ﹤0.01% 2109
2025
Q1 		$16.9K Sell
291
-170
-37% -$9.49K ﹤0.01% 1793
2024
Q4 		$22.1K Buy
461
+218
+90% +$10.7K ﹤0.01% 1567
2024
Q3 		$10.9K Hold
243
– – ﹤0.01% 1813
2024
Q2 		$12.1K Hold
243
– – ﹤0.01% 1746
2024
Q1 		$11.7K Sell
243
-37
-13% -$1.84K ﹤0.01% 1603
2023
Q4 		$14.8K Buy
280
+31
+12% +$1.54K ﹤0.01% 1390
2023
Q3 		$12.2K Buy
249
+11
+5% +$547 ﹤0.01% 1342
2023
Q2 		$11.3K Buy
238
+176
+284% +$7.58K ﹤0.01% 1387
2023
Q1 		$2.73K Buy
62
+10
+19% +$525 ﹤0.01% 1840
2022
Q4 		$2.67K Hold
52
– – ﹤0.01% 1823
2022
Q3 		$2K Sell
52
-1,306
-96% -$59.5K ﹤0.01% 1630
2022
Q2 		$56K Buy
1,358
+1,306
+2,512% +$63K 0.01% 590
2022
Q1 		$3K Hold
52
– – ﹤0.01% 1394
2021
Q4 		$3K Buy
+52
New +$2.66K ﹤0.01% 1395

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

EverSource Wealth Advisors's BHF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Brighthouse Financial (BHF) stake by 67% in Q2 2026, selling an estimated $31.3K and leaving 249 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

EverSource Wealth Advisors first reported a position in BHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $85.2K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • EverSource Wealth Advisors held 249 shares of Brighthouse Financial worth $15.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 504 Brighthouse Financial shares in Q2 2026, an estimated $31.3K.
  • Brighthouse Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2617 holding.
  • EverSource Wealth Advisors first reported a position in Brighthouse Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Brighthouse Financial position peaked at $85.2K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.