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High Note Wealth’s Brighthouse Financial BHF Stock Holding History

High Note Wealth’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 		$2.03K Buy
32
+24
+300% +$1.49K ﹤0.01% 812
2026
Q1 		$479 Hold
8
– – ﹤0.01% 896
2025
Q4 		$518 Hold
8
– – ﹤0.01% 842
2025
Q3 		$425 Buy
8
+3
+60% +$146 ﹤0.01% 767
2025
Q2 		$269 Hold
5
– – ﹤0.01% 794
2025
Q1 		$290 Hold
5
– – ﹤0.01% 777
2024
Q4 		$240 Buy
+5
New +$244 ﹤0.01% 800

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

High Note Wealth's BHF Position: Q2 2026 in Review

High Note Wealth increased its Brighthouse Financial (BHF) stake by 300% in Q2 2026, buying an estimated $1.49K and bringing the position to 32 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

High Note Wealth first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • High Note Wealth held 32 shares of Brighthouse Financial worth $2.03K as of Q2 2026.
  • High Note Wealth bought 24 Brighthouse Financial shares in Q2 2026, an estimated $1.49K.
  • Brighthouse Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #812 holding.
  • High Note Wealth first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.