HighMark Wealth Management’s Brighthouse Financial BHF Stock Holding History

HighMark Wealth Management’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	$316	Hold	5	–	–	﹤0.01%	530
2026 Q1	$299	Hold	5	–	–	﹤0.01%	523
2025 Q4	$323	Hold	5	–	–	﹤0.01%	553
2025 Q3	$265	Hold	5	–	–	﹤0.01%	573
2025 Q2	$269	Buy	+5	New	+$281	﹤0.01%	580
2024 Q4	–	Sell	-5	Closed	-$225	–	582
2024 Q3	$225	Hold	5	–	–	﹤0.01%	565
2024 Q2	$217	Buy	+5	New	+$231	﹤0.01%	562
2023 Q2	–	Sell	-2	Closed	-$88	–	567
2023 Q1	$88	Hold	2	–	–	﹤0.01%	595
2022 Q4	$103	Hold	2	–	–	﹤0.01%	526
2022 Q3	$0	Hold	2	–	–	﹤0.01%	518
2022 Q2	$0	Hold	2	–	–	﹤0.01%	513
2022 Q1	$0	Hold	2	–	–	﹤0.01%	509
2021 Q4	$0	Hold	2	–	–	﹤0.01%	496
2021 Q3	$0	Hold	2	–	–	﹤0.01%	499
2021 Q2	$0	Hold	2	–	–	﹤0.01%	506
2021 Q1	$0	Sell	2 -4	-67%	-$164	﹤0.01%	478
2020 Q4	$0	Hold	6	–	–	﹤0.01%	448
2020 Q3	$0	Hold	6	–	–	﹤0.01%	446
2020 Q2	$0	Hold	6	–	–	﹤0.01%	431
2020 Q1	$0	Hold	6	–	–	﹤0.01%	356
2019 Q4	$0	Buy	+6	New	+$236	﹤0.01%	390

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 $3.37T AUM 44.26% 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

HighMark Wealth Management's BHF Position: Q2 2026 in Review

HighMark Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 5 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #530.

HighMark Wealth Management first reported a position in BHF in Q4 2019 and has held it in 21 quarters since. The position peaked at $323 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

HighMark Wealth Management held 5 shares of Brighthouse Financial worth $316 as of Q2 2026.
HighMark Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #530 holding.
HighMark Wealth Management first reported a position in Brighthouse Financial in Q4 2019 and has held it in 21 quarters since.
HighMark Wealth Management's Brighthouse Financial position peaked at $323 in Q4 2025.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.