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GoalVest Advisory’s Brighthouse Financial BHF Stock Holding History

GoalVest Advisory’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 		$18.8K Hold
297
– – ﹤0.01% 309
2026
Q1 		$17.8K Hold
297
– – ﹤0.01% 340
2025
Q4 		$19.2K Buy
+297
New +$17.5K ﹤0.01% 364

Other funds holding BHF

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

GoalVest Advisory's BHF Position: Q2 2026 in Review

GoalVest Advisory held its Brighthouse Financial (BHF) position steady in Q2 2026 at 297 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

GoalVest Advisory first reported a position in BHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.2K in Q4 2025. 57 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • GoalVest Advisory held 297 shares of Brighthouse Financial worth $18.8K as of Q2 2026.
  • GoalVest Advisory left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #309 holding.
  • GoalVest Advisory first reported a position in Brighthouse Financial in Q4 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's Brighthouse Financial position peaked at $19.2K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.