Jones Financial Companies
BHF icon

Jones Financial Companies’s Brighthouse Financial BHF Stock Holding History

Jones Financial Companies’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 		$57.9K Buy
917
+576
+169% +$35.8K ﹤0.01% 3058
2026
Q1 		$20.5K Buy
341
+16
+5% +$999 ﹤0.01% 3287
2025
Q4 		$21.1K Sell
325
-1,929
-86% -$113K ﹤0.01% 2904
2025
Q3 		$126K Buy
2,254
+2,065
+1,093% +$101K ﹤0.01% 1985
2025
Q2 		$10.3K Buy
189
+41
+28% +$2.31K ﹤0.01% 2869
2025
Q1 		$8.52K Buy
148
+60
+68% +$3.35K ﹤0.01% 2773
2024
Q4 		$4.23K Buy
88
+7
+9% +$342 ﹤0.01% 2806
2024
Q3 		$3.62K Buy
81
+63
+350% +$2.83K ﹤0.01% 2527
2024
Q2 		$780 Buy
+18
New +$830 ﹤0.01% 2302
2022
Q2 		– Sell
-10
Closed -$1K – 728
2022
Q1 		$1K Buy
10
+4
+67% +$213 ﹤0.01% 668
2021
Q4 		$0 Buy
+6
New +$307 ﹤0.01% 749

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BHF Position: Q2 2026 in Review

Jones Financial Companies increased its Brighthouse Financial (BHF) stake by 169% in Q2 2026, buying an estimated $35.8K and bringing the position to 917 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

Jones Financial Companies first reported a position in BHF in Q4 2021 and has held it in 11 quarters since. The position peaked at $126K in Q3 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Jones Financial Companies held 917 shares of Brighthouse Financial worth $57.9K as of Q2 2026.
  • Jones Financial Companies bought 576 Brighthouse Financial shares in Q2 2026, an estimated $35.8K.
  • Brighthouse Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3058 holding.
  • Jones Financial Companies first reported a position in Brighthouse Financial in Q4 2021 and has held it in 11 quarters since.
  • Jones Financial Companies's Brighthouse Financial position peaked at $126K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.