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Evolution Wealth Management’s Brighthouse Financial BHF Stock Holding History

Evolution Wealth Management’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 		$63 Hold
1
– – ﹤0.01% 934
2026
Q1 		$60 Hold
1
– – ﹤0.01% 845
2025
Q4 		$65 Buy
+1
New +$59 ﹤0.01% 743

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UBS Group
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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

Evolution Wealth Management's BHF Position: Q2 2026 in Review

Evolution Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 1 share worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Evolution Wealth Management first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $65 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Evolution Wealth Management held 1 share of Brighthouse Financial worth $63 as of Q2 2026.
  • Evolution Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #934 holding.
  • Evolution Wealth Management first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Brighthouse Financial position peaked at $65 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.