JFG
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Jefferies Financial Group’s Brighthouse Financial BHF Stock Holding History

Jefferies Financial Group’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 		$19.8M Buy
312,710
+8,003
+3% +$498K 0.13% 152
2026
Q1 		$18.2M Sell
304,707
-9,914
-3% -$619K 0.12% 134
2025
Q4 		$20.4M Buy
314,621
+35,000
+13% +$2.06M 0.1% 188
2025
Q3 		$14.8M Buy
279,621
+147,555
+112% +$7.2M 0.07% 173
2025
Q2 		$7.1M Buy
132,066
+75,165
+132% +$4.23M 0.06% 221
2025
Q1 		$3.3M Sell
56,901
-75,001
-57% -$4.19M 0.03% 420
2024
Q4 		$6.34M Sell
131,902
-8,149
-6% -$398K 0.04% 305
2024
Q3 		$6.31M Sell
140,051
-63,516
-31% -$2.85M 0.05% 261
2024
Q2 		$8.82M Buy
203,567
+125,029
+159% +$5.77M 0.09% 176
2024
Q1 		$4.05M Sell
78,538
-53,232
-40% -$2.64M 0.04% 364
2023
Q4 		$6.97M Buy
+131,770
New +$6.54M 0.05% 311
2023
Q1 		– Sell
-7,821
Closed -$401K – 1630
2022
Q4 		$401K Buy
+7,821
New +$409K ﹤0.01% 1130

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

Jefferies Financial Group's BHF Position: Q2 2026 in Review

Jefferies Financial Group increased its Brighthouse Financial (BHF) stake by 2.6% in Q2 2026, buying an estimated $498K and bringing the position to 312,710 shares worth $19.8M. The position accounts for 0.13% of the portfolio, ranked #152.

Jefferies Financial Group first reported a position in BHF in Q4 2022 and has held it in 12 quarters since. The position peaked at $20.4M in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Jefferies Financial Group held 312,710 shares of Brighthouse Financial worth $19.8M as of Q2 2026.
  • Jefferies Financial Group bought 8,003 Brighthouse Financial shares in Q2 2026, an estimated $498K.
  • Brighthouse Financial made up 0.13% of Jefferies Financial Group's portfolio in Q2 2026, its #152 holding.
  • Jefferies Financial Group first reported a position in Brighthouse Financial in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Brighthouse Financial position peaked at $20.4M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.