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Fiduciary Advisors Inc’s Brighthouse Financial BHF Stock Holding History

Fiduciary Advisors 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 		$1.01K Hold
16
– – ﹤0.01% 136
2026
Q1 		$959 Hold
16
– – ﹤0.01% 108
2025
Q4 		$1.04K Hold
16
– – ﹤0.01% 112
2025
Q3 		$850 Hold
16
– – ﹤0.01% 93
2025
Q2 		$861 Hold
16
– – ﹤0.01% 92
2025
Q1 		$928 Hold
16
– – ﹤0.01% 92
2024
Q4 		$769 Buy
+16
New +$782 ﹤0.01% 96

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

Fiduciary Advisors Inc's BHF Position: Q2 2026 in Review

Fiduciary Advisors Inc held its Brighthouse Financial (BHF) position steady in Q2 2026 at 16 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Fiduciary Advisors Inc first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Fiduciary Advisors Inc held 16 shares of Brighthouse Financial worth $1.01K as of Q2 2026.
  • Fiduciary Advisors Inc left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #136 holding.
  • Fiduciary Advisors Inc first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Advisors Inc's Brighthouse Financial position peaked at $1.04K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

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