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	–	–	1256
2020 Q4	$0	Sell	9 -8	-47%	-$269	﹤0.01%	1197
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harbor Investment Advisory's BHF Position: Q2 2026 in Review

Harbor Investment Advisory held its Brighthouse Financial (BHF) position steady in Q2 2026 at 4 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Harbor Investment Advisory first reported a position in BHF in Q4 2019 and has held it in 8 quarters since. The position peaked at $1K in Q4 2019. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Harbor Investment Advisory held 4 shares of Brighthouse Financial worth $253 as of Q2 2026.
Harbor Investment Advisory left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1286 holding.
Harbor Investment Advisory first reported a position in Brighthouse Financial in Q4 2019 and has held it in 8 quarters since.
Harbor Investment Advisory's Brighthouse Financial position peaked at $1K in Q4 2019.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.