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Independent Advisor Alliance’s Brighthouse Financial BHF Stock Holding History

Independent Advisor Alliance’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 		$1.51M Sell
23,926
-2,625
-10% -$163K 0.04% 341
2026
Q1 		$1.59M Sell
26,551
-14,466
-35% -$903K 0.02% 632
2025
Q4 		$2.66M Sell
41,017
-7,705
-16% -$453K 0.06% 241
2025
Q3 		$2.59M Buy
48,722
+497
+1% +$24.3K 0.07% 243
2025
Q2 		$2.59M Sell
48,225
-14,613
-23% -$821K 0.07% 224
2025
Q1 		$3.64M Buy
62,838
+5,007
+9% +$280K 0.12% 155
2024
Q4 		$2.78M Buy
57,831
+1,694
+3% +$82.8K 0.04% 425
2024
Q3 		$2.53M Buy
56,137
+8,430
+18% +$379K 0.09% 187
2024
Q2 		$2.07M Buy
47,707
+22,051
+86% +$1.02M 0.07% 216
2024
Q1 		$1.32M Buy
25,656
+13,646
+114% +$678K 0.05% 280
2023
Q4 		$636K Sell
12,010
-2,072
-15% -$103K 0.02% 386
2023
Q3 		$689K Buy
14,082
+3,358
+31% +$167K 0.03% 354
2023
Q2 		$508K Sell
10,724
-1,164
-10% -$50.1K 0.02% 422
2023
Q1 		$524K Sell
11,888
-17,097
-59% -$898K 0.03% 417
2022
Q4 		$1.49K Sell
28,985
-387
-1% -$20.2K ﹤0.01% 273
2022
Q3 		$1.27M Buy
29,372
+1,943
+7% +$88.5K 0.07% 229
2022
Q2 		$1.13M Buy
27,429
+7,942
+41% +$383K 0.06% 251
2022
Q1 		$1.01M Buy
19,487
+8,885
+84% +$474K 0.05% 279
2021
Q4 		$549K Buy
+10,602
New +$542K 0.03% 374
2021
Q2 		– Sell
-5,147
Closed -$228K – 621
2021
Q1 		$228K Buy
+5,147
New +$211K 0.01% 528
2019
Q3 		– Sell
-7,161
Closed -$263K – 456
2019
Q2 		$263K Buy
+7,161
New +$277K 0.04% 323

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

Independent Advisor Alliance's BHF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Brighthouse Financial (BHF) stake by 9.9% in Q2 2026, selling an estimated $163K and leaving 23,926 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #341.

Independent Advisor Alliance first reported a position in BHF in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.64M in Q1 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Independent Advisor Alliance held 23,926 shares of Brighthouse Financial worth $1.51M as of Q2 2026.
  • Independent Advisor Alliance sold 2,625 Brighthouse Financial shares in Q2 2026, an estimated $163K.
  • Brighthouse Financial made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #341 holding.
  • Independent Advisor Alliance first reported a position in Brighthouse Financial in Q2 2019 and has held it in 21 quarters since.
  • Independent Advisor Alliance's Brighthouse Financial position peaked at $3.64M in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.