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Hennessy Advisors Inc’s Brighthouse Financial BHF Stock Holding History

Hennessy Advisors Inc’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
-145,847
Closed -$8.73M – 330
2026
Q1 		$8.73M Sell
145,847
-5,100
-3% -$318K 0.32% 95
2025
Q4 		$9.78M Sell
150,947
-9,800
-6% -$576K 0.35% 74
2025
Q3 		$8.53M Sell
160,747
-12,700
-7% -$620K 0.29% 98
2025
Q2 		$9.33M Buy
+173,447
New +$9.75M 0.31% 88
2020
Q4 		– Sell
-234,000
Closed -$6.3M – 266
2020
Q3 		$6.3M Sell
234,000
-15,400
-6% -$447K 0.44% 71
2020
Q2 		$6.94M Sell
249,400
-20,600
-8% -$568K 0.48% 69
2020
Q1 		$6.53M Sell
270,000
-22,900
-8% -$810K 0.49% 65
2019
Q4 		$11.5M Buy
+292,900
New +$11.5M 0.58% 46
2018
Q1 		– Sell
-9,027
Closed -$529K – 355
2017
Q4 		$529K Hold
9,027
– – 0.02% 314
2017
Q3 		$549K Buy
+9,027
New +$515K 0.02% 278

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

Hennessy Advisors Inc's BHF Position: Q2 2026 in Review

Hennessy Advisors Inc sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 145,847 shares — an estimated $8.73M sold.

Hennessy Advisors Inc first reported a position in BHF in Q3 2017 and held it in 10 quarters. The position peaked at $11.5M in Q4 2019. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Hennessy Advisors Inc reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 145,847 Brighthouse Financial shares in Q2 2026, an estimated $8.73M.
  • Hennessy Advisors Inc first reported a position in Brighthouse Financial in Q3 2017 and held it in 10 quarters.
  • Hennessy Advisors Inc's Brighthouse Financial position peaked at $11.5M in Q4 2019.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.