Institute for Wealth Management’s Brighthouse Financial BHF Stock Holding History

Institute for Wealth Management’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	$378K	Hold	5,978	–	–	0.03%	383
2026 Q1	$358K	Hold	5,978	–	–	0.04%	386
2025 Q4	$387K	Hold	5,978	–	–	0.04%	365
2025 Q3	$317K	Hold	5,978	–	–	0.03%	439
2025 Q2	$321K	Hold	5,978	–	–	0.04%	416
2025 Q1	$347K	Hold	5,978	–	–	0.04%	382
2024 Q4	$287K	Buy	+5,978	New	+$292K	0.04%	408
2022 Q3	–	Sell	-5,826	Closed	-$239K	–	466
2022 Q2	$239K	Hold	5,826	–	–	0.05%	450
2022 Q1	$301K	Buy	+5,826	New	+$311K	0.05%	427

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

Institute for Wealth Management's BHF Position: Q2 2026 in Review

Institute for Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 5,978 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #383.

Institute for Wealth Management first reported a position in BHF in Q1 2022 and has held it in 9 quarters since. The position peaked at $387K in Q4 2025. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Institute for Wealth Management held 5,978 shares of Brighthouse Financial worth $378K as of Q2 2026.
Institute for Wealth Management left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #383 holding.
Institute for Wealth Management first reported a position in Brighthouse Financial in Q1 2022 and has held it in 9 quarters since.
Institute for Wealth Management's Brighthouse Financial position peaked at $387K in Q4 2025.
472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.