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JFS Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

JFS Wealth 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 		$3.92K Buy
62
+2
+3% +$124 ﹤0.01% 1379
2026
Q1 		$3.59K Buy
60
+1
+2% +$62 ﹤0.01% 1311
2025
Q4 		$3.82K Buy
59
+35
+146% +$2.06K ﹤0.01% 1340
2025
Q3 		$1.27K Sell
24
-7
-23% -$342 ﹤0.01% 1559
2025
Q2 		$1.67K Sell
31
-35
-53% -$1.97K ﹤0.01% 1439
2025
Q1 		$3.83K Buy
66
+6
+10% +$335 ﹤0.01% 1231
2024
Q4 		$2.88K Buy
60
+17
+40% +$831 ﹤0.01% 1337
2024
Q3 		$1.94K Sell
43
-18
-30% -$809 ﹤0.01% 1502
2024
Q2 		$2.64K Sell
61
-1
-2% -$46 ﹤0.01% 1328
2024
Q1 		$3.2K Sell
62
-15
-19% -$745 ﹤0.01% 1272
2023
Q4 		$4.08K Sell
77
-4
-5% -$199 ﹤0.01% 1136
2023
Q3 		$3.96K Buy
81
+18
+29% +$894 ﹤0.01% 1098
2023
Q2 		$2.98K Buy
63
+17
+37% +$732 ﹤0.01% 1232
2023
Q1 		$2.03K Sell
46
-38
-45% -$2K ﹤0.01% 1360
2022
Q4 		$4.31K Buy
84
+15
+22% +$784 ﹤0.01% 1058
2022
Q3 		$3K Buy
69
+58
+527% +$2.64K ﹤0.01% 1144
2022
Q2 		$0 Sell
11
-51
-82% -$2.46K ﹤0.01% 1744
2022
Q1 		$3K Buy
62
+35
+130% +$1.87K ﹤0.01% 1212
2021
Q4 		$1K Buy
+27
New +$1.38K ﹤0.01% 1266
2020
Q3 		– Sell
-11
Closed – – 560
2020
Q2 		$0 Sell
11
-46
-81% -$1.27K ﹤0.01% 529
2020
Q1 		$1K Buy
+57
New +$2.02K ﹤0.01% 463
2017
Q4 		– Sell
-18
Closed -$1K – 534
2017
Q3 		$1K Buy
+18
New +$1.03K ﹤0.01% 425

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

JFS Wealth Advisors's BHF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brighthouse Financial (BHF) stake by 3.3% in Q2 2026, buying an estimated $124 and bringing the position to 62 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

JFS Wealth Advisors first reported a position in BHF in Q3 2017 and has held it in 22 quarters since. The position peaked at $4.31K in Q4 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of Brighthouse Financial worth $3.92K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Brighthouse Financial shares in Q2 2026, an estimated $124.
  • Brighthouse Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1379 holding.
  • JFS Wealth Advisors first reported a position in Brighthouse Financial in Q3 2017 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Brighthouse Financial position peaked at $4.31K in Q4 2022.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.