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Global Wealth Strategies & Associates’s Brighthouse Financial BHF Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-5
Closed -$299 – 135
2026
Q1 		$299 Hold
5
– – ﹤0.01% 497
2025
Q4 		$324 Hold
5
– – ﹤0.01% 502
2025
Q3 		$265 Hold
5
– – ﹤0.01% 457
2025
Q2 		$269 Hold
5
– – ﹤0.01% 352
2025
Q1 		$290 Hold
5
– – ﹤0.01% 446
2024
Q4 		$240 Hold
5
– – ﹤0.01% 378
2024
Q3 		$225 Hold
5
– – ﹤0.01% 347
2024
Q2 		$217 Hold
5
– – ﹤0.01% 319
2024
Q1 		$258 Hold
5
– – ﹤0.01% 334
2023
Q4 		$265 Hold
5
– – ﹤0.01% 296
2023
Q3 		$245 Hold
5
– – ﹤0.01% 306
2023
Q2 		$237 Buy
+5
New +$215 ﹤0.01% 294

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

Global Wealth Strategies & Associates's BHF Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 5 shares — an estimated $299 sold.

Global Wealth Strategies & Associates first reported a position in BHF in Q2 2023 and held it in 12 quarters. The position peaked at $324 in Q4 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5 Brighthouse Financial shares in Q2 2026, an estimated $299.
  • Global Wealth Strategies & Associates first reported a position in Brighthouse Financial in Q2 2023 and held it in 12 quarters.
  • Global Wealth Strategies & Associates's Brighthouse Financial position peaked at $324 in Q4 2025.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.