JWCA
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J.W. Cole Advisors’s Brighthouse Financial BHF Stock Holding History

J.W. Cole 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 		$4.24M Buy
67,001
+32,354
+93% +$2.01M 0.07% 279
2026
Q1 		$2.07M Buy
34,647
+2,372
+7% +$148K 0.07% 241
2025
Q4 		$2.09M Buy
32,275
+273
+0.9% +$16K 0.05% 381
2025
Q3 		$1.7M Buy
32,002
+18,518
+137% +$904K 0.03% 529
2025
Q2 		$725K Buy
+13,484
New +$758K 0.02% 789

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

J.W. Cole Advisors's BHF Position: Q2 2026 in Review

J.W. Cole Advisors increased its Brighthouse Financial (BHF) stake by 93% in Q2 2026, buying an estimated $2.01M and bringing the position to 67,001 shares worth $4.24M. The position accounts for 0.07% of the portfolio, ranked #279.

J.W. Cole Advisors first reported a position in BHF in Q2 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • J.W. Cole Advisors held 67,001 shares of Brighthouse Financial worth $4.24M as of Q2 2026.
  • J.W. Cole Advisors bought 32,354 Brighthouse Financial shares in Q2 2026, an estimated $2.01M.
  • Brighthouse Financial made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #279 holding.
  • J.W. Cole Advisors first reported a position in Brighthouse Financial in Q2 2025 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.