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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's BHF Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Brighthouse Financial (BHF) stake by 43% in Q1 2026, selling an estimated $35.1K and leaving 753 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

EverSource Wealth Advisors first reported a position in BHF in Q4 2021 and has held it in 18 quarters since. The position peaked at $85.2K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • EverSource Wealth Advisors held 753 shares of Brighthouse Financial worth $45.1K as of Q1 2026.
  • EverSource Wealth Advisors sold 562 Brighthouse Financial shares in Q1 2026, an estimated $35.1K.
  • Brighthouse Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1971 holding.
  • EverSource Wealth Advisors first reported a position in Brighthouse Financial in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Brighthouse Financial position peaked at $85.2K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.