IFS Advisors’s Brighthouse Financial BHF Stock Holding History

IFS Advisors’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	$822	Hold	13	–	–	﹤0.01%	202
2026 Q1	$778	Hold	13	–	–	﹤0.01%	197
2025 Q4	$842	Sell	13 -5	-28%	-$294	﹤0.01%	175
2025 Q3	$955	Hold	18	–	–	﹤0.01%	159
2025 Q2	$967	Buy	18 +5	+38%	+$281	﹤0.01%	153
2025 Q1	$753	Hold	13	–	–	﹤0.01%	181
2024 Q4	$624	Hold	13	–	–	﹤0.01%	173
2024 Q3	$585	Hold	13	–	–	﹤0.01%	145
2024 Q2	$563	Hold	13	–	–	﹤0.01%	142
2024 Q1	$670	Sell	13 -12	-48%	-$596	﹤0.01%	138
2023 Q4	$1.32K	Hold	25	–	–	﹤0.01%	122
2023 Q3	$1.22K	Hold	25	–	–	﹤0.01%	119
2023 Q2	$1.18K	Hold	25	–	–	﹤0.01%	120
2023 Q1	$1.1K	Hold	25	–	–	﹤0.01%	95
2022 Q4	$1.28K	Hold	25	–	–	﹤0.01%	101
2022 Q3	$1K	Buy	25 +13	+108%	+$592	﹤0.01%	88
2022 Q2	$0	Hold	12	–	–	﹤0.01%	103
2022 Q1	$0	Hold	12	–	–	﹤0.01%	112
2021 Q4	$0	Buy	+12	New	+$614	﹤0.01%	122
2021 Q1	–	Sell	-12	Closed	–	–	37
2020 Q4	$0	Buy	+12	New	+$403	﹤0.01%	165

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

IFS Advisors's BHF Position: Q2 2026 in Review

IFS Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 13 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #202.

IFS Advisors first reported a position in BHF in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.32K in Q4 2023. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

IFS Advisors held 13 shares of Brighthouse Financial worth $822 as of Q2 2026.
IFS Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #202 holding.
IFS Advisors first reported a position in Brighthouse Financial in Q4 2020 and has held it in 20 quarters since.
IFS Advisors's Brighthouse Financial position peaked at $1.32K in Q4 2023.
474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.