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 Q3	$143	Hold	3	–	–	﹤0.01%	381
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

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Holos Integrated Wealth's BHF Position: Q3 2026 in Review

Holos Integrated Wealth held its Brighthouse Financial (BHF) position steady in Q3 2026 at 3 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Holos Integrated Wealth first reported a position in BHF in Q4 2024 and has held it in 8 quarters since. The position peaked at $196 in Q2 2026. 95 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Holos Integrated Wealth held 3 shares of Brighthouse Financial worth $143 as of Q3 2026.
Holos Integrated Wealth left its Brighthouse Financial share count unchanged in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #381 holding.
Holos Integrated Wealth first reported a position in Brighthouse Financial in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Brighthouse Financial position peaked at $196 in Q2 2026.
95 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.