HIW
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Holos Integrated Wealth’s Brighthouse Financial BHF Stock Holding History

Holos Integrated 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 		$196 Hold
3
– – ﹤0.01% 370
2026
Q1 		$181 Hold
3
– – ﹤0.01% 397
2025
Q4 		$194 Hold
3
– – ﹤0.01% 303
2025
Q3 		$142 Hold
3
– – ﹤0.01% 298
2025
Q2 		$134 Hold
3
– – ﹤0.01% 301
2025
Q1 		$174 Hold
3
– – ﹤0.01% 304
2024
Q4 		$144 Buy
+3
New +$147 ﹤0.01% 306

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

Holos Integrated Wealth's BHF Position: Q2 2026 in Review

Holos Integrated Wealth held its Brighthouse Financial (BHF) position steady in Q2 2026 at 3 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Holos Integrated 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.

  • Holos Integrated Wealth held 3 shares of Brighthouse Financial worth $196 as of Q2 2026.
  • Holos Integrated Wealth left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #370 holding.
  • Holos Integrated 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 Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.