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Innealta Capital’s Brighthouse Financial BHF Stock Holding History

Innealta Capital’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 		$428K Buy
+6,762
New +$421K 0.23% 57
2025
Q4 		– Sell
-4,494
Closed -$239K – 88
2025
Q3 		$239K Buy
+4,494
New +$219K 0.12% 79
2025
Q2 		– Sell
-4,326
Closed -$251K – 107
2025
Q1 		$251K Sell
4,326
-478
-10% -$26.7K 0.14% 75
2024
Q4 		$231K Sell
4,804
-5
-0.1% -$244 0.11% 91
2024
Q3 		$217K Sell
4,809
-882
-15% -$39.6K 0.09% 121
2024
Q2 		$247K Sell
5,691
-12
-0.2% -$554 0.08% 105
2024
Q1 		$294K Buy
+5,703
New +$283K 0.12% 73

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 $3.38T AUM 44.17% 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

Innealta Capital's BHF Position: Q2 2026 in Review

Innealta Capital opened a new position in Brighthouse Financial (BHF) in Q2 2026: 6,762 shares worth $428K. The stake represents 0.23% of the portfolio and ranks #57 among its holdings. This is a return to the name: Innealta Capital previously reported a position in BHF as recently as Q3 2025.

Innealta Capital first reported a position in BHF in Q1 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Innealta Capital held 6,762 shares of Brighthouse Financial worth $428K as of Q2 2026.
  • Brighthouse Financial was a new Innealta Capital position in Q2 2026.
  • Brighthouse Financial made up 0.23% of Innealta Capital's portfolio in Q2 2026, its #57 holding.
  • Innealta Capital first reported a position in Brighthouse Financial in Q1 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 Innealta Capital's 13F filing for Q2 2026, filed 4 Aug 2026.