Harbor Investment Advisory’s Brighthouse Financial BHF Stock Holding History

Harbor Investment 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	$253	Hold	4	–	–	﹤0.01%	1286
2026 Q1	$240	Buy	+4	New	+$250	﹤0.01%	1204
2022 Q1	–	Sell	-1	Closed	–	–	1336
2021 Q4	$0	Buy	+1	New	+$51	﹤0.01%	1306
2021 Q1	–	Sell	-9	Closed	–	–	1257
2020 Q4	$0	Sell	9 -8	-47%	-$269	﹤0.01%	1198
2020 Q3	$0	Hold	17	–	–	﹤0.01%	1135
2020 Q2	$0	Hold	17	–	–	﹤0.01%	1161
2020 Q1	$0	Hold	17	–	–	﹤0.01%	1037
2019 Q4	$1K	Buy	+17	New	+$669	﹤0.01%	804

Other funds holding BHF

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return