IAG Wealth Partners’s Brighthouse Financial BHF Stock Holding History

IAG Wealth Partners’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	$799	Sell	16 -2	-11%	-$115	﹤0.01%	510
2026 Q2	$1.14K	Buy	18 +5	+38%	+$311	﹤0.01%	481
2026 Q1	$778	Hold	13	–	–	﹤0.01%	492
2025 Q4	$843	Hold	13	–	–	﹤0.01%	470
2025 Q3	$689	Hold	13	–	–	﹤0.01%	493
2025 Q2	$700	Hold	13	–	–	﹤0.01%	466
2025 Q1	$754	Buy	13 +6	+86%	+$335	﹤0.01%	475
2024 Q4	$336	Hold	7	–	–	﹤0.01%	498
2024 Q3	$315	Hold	7	–	–	﹤0.01%	480
2024 Q2	$304	Hold	7	–	–	﹤0.01%	484
2024 Q1	$361	Hold	7	–	–	﹤0.01%	434
2023 Q4	$371	Hold	7	–	–	﹤0.01%	411
2023 Q3	$343	Hold	7	–	–	﹤0.01%	437
2023 Q2	$332	Hold	7	–	–	﹤0.01%	438
2023 Q1	$309	Hold	7	–	–	﹤0.01%	439
2022 Q4	$359	Hold	7	–	–	﹤0.01%	426
2022 Q3	$0	Hold	7	–	–	﹤0.01%	435
2022 Q2	$0	Hold	7	–	–	﹤0.01%	438
2022 Q1	$0	Hold	7	–	–	﹤0.01%	444
2021 Q4	$0	Hold	7	–	–	﹤0.01%	401
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	375
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	356
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	350
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	337
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	334
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	382
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	367
2019 Q4	$1K	Buy	+7	New	+$276	﹤0.01%	407

Other funds holding BHF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IAG Wealth Partners's BHF Position: Q3 2026 in Review

IAG Wealth Partners reduced its Brighthouse Financial (BHF) stake by 11% in Q3 2026, selling an estimated $115 and leaving 16 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #510.

IAG Wealth Partners first reported a position in BHF in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.14K in Q2 2026. 310 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

IAG Wealth Partners held 16 shares of Brighthouse Financial worth $799 as of Q3 2026.
IAG Wealth Partners sold 2 Brighthouse Financial shares in Q3 2026, an estimated $115.
Brighthouse Financial made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #510 holding.
IAG Wealth Partners first reported a position in Brighthouse Financial in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Brighthouse Financial position peaked at $1.14K in Q2 2026.
310 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.