JG
BHF icon

Joel Greenblatt’s Brighthouse Financial BHF Stock Holding History

Joel Greenblatt’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 		$10.1M Sell
159,729
-1,228
-0.8% -$76.4K 0.02% 788
2026
Q1 		$9.64M Sell
160,957
-5,540
-3% -$346K 0.03% 707
2025
Q4 		$10.8M Buy
166,497
+125,267
+304% +$7.36M 0.04% 606
2025
Q3 		$2.19M Buy
41,230
+7,578
+23% +$370K 0.01% 976
2025
Q2 		$1.81M Buy
33,652
+22,504
+202% +$1.26M 0.01% 955
2025
Q1 		$646K Buy
+11,148
New +$623K 0.01% 1148
2024
Q4 		– Sell
-5,677
Closed -$256K – 1434
2024
Q3 		$256K Sell
5,677
-2,825
-33% -$127K ﹤0.01% 1282
2024
Q2 		$368K Sell
8,502
-2,261
-21% -$104K ﹤0.01% 1173
2024
Q1 		$555K Buy
10,763
+262
+2% +$13K 0.01% 1009
2023
Q4 		$556K Sell
10,501
-1,166
-10% -$57.9K 0.01% 957
2023
Q3 		$571K Sell
11,667
-5,284
-31% -$263K 0.01% 938
2023
Q2 		$803K Buy
16,951
+2,642
+18% +$114K 0.02% 830
2023
Q1 		$631K Buy
14,309
+7,963
+125% +$418K 0.02% 880
2022
Q4 		$325K Sell
6,346
-2,107
-25% -$110K 0.01% 1017
2022
Q3 		$367K Buy
+8,453
New +$385K 0.01% 927
2020
Q2 		– Sell
-8,763
Closed -$212K – 1059
2020
Q1 		$212K Sell
8,763
-2
-0% -$71 0.01% 929
2019
Q4 		$344K Buy
+8,765
New +$345K 0.01% 907
2019
Q2 		– Sell
-7,157
Closed -$260K – 1135
2019
Q1 		$260K Buy
+7,157
New +$268K ﹤0.01% 1041

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

Joel Greenblatt's BHF Position: Q2 2026 in Review

Joel Greenblatt reduced its Brighthouse Financial (BHF) stake by 0.76% in Q2 2026, selling an estimated $76.4K and leaving 159,729 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #788.

Joel Greenblatt first reported a position in BHF in Q1 2019 and has held it in 18 quarters since. The position peaked at $10.8M in Q4 2025. 470 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Joel Greenblatt held 159,729 shares of Brighthouse Financial worth $10.1M as of Q2 2026.
  • Joel Greenblatt sold 1,228 Brighthouse Financial shares in Q2 2026, an estimated $76.4K.
  • Brighthouse Financial made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #788 holding.
  • Joel Greenblatt first reported a position in Brighthouse Financial in Q1 2019 and has held it in 18 quarters since.
  • Joel Greenblatt's Brighthouse Financial position peaked at $10.8M in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.