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Financial Consulate’s Brighthouse Financial BHF Stock Holding History

Financial Consulate’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 		$1.2K Hold
19
– – ﹤0.01% 1129
2026
Q1 		$1.14K Hold
19
– – ﹤0.01% 1091
2025
Q4 		$1.23K Hold
19
– – ﹤0.01% 977
2025
Q3 		$1.01K Buy
+19
New +$928 ﹤0.01% 865

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

Financial Consulate's BHF Position: Q2 2026 in Review

Financial Consulate held its Brighthouse Financial (BHF) position steady in Q2 2026 at 19 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Financial Consulate first reported a position in BHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23K in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Financial Consulate held 19 shares of Brighthouse Financial worth $1.2K as of Q2 2026.
  • Financial Consulate left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1129 holding.
  • Financial Consulate first reported a position in Brighthouse Financial in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Brighthouse Financial position peaked at $1.23K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.