Kestra Advisory Services
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Kestra Advisory Services’s Brighthouse Financial BHF Stock Holding History

Kestra Advisory Services’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
Q3 		$292K Buy
5,844
+14
+0.2% +$807 ﹤0.01% 2996
2026
Q2 		$369K Sell
5,830
-45
-0.8% -$2.8K ﹤0.01% 2580
2026
Q1 		$352K Sell
5,875
-1,268
-18% -$79.2K ﹤0.01% 2497
2025
Q4 		$463K Sell
7,143
-1,468
-17% -$86.3K ﹤0.01% 2211
2025
Q3 		$457K Buy
8,611
+998
+13% +$48.7K ﹤0.01% 2127
2025
Q2 		$409K Buy
7,613
+67
+0.9% +$3.77K ﹤0.01% 2112
2025
Q1 		$438K Sell
7,546
-505
-6% -$28.2K ﹤0.01% 1900
2024
Q4 		$387K Buy
8,051
+261
+3% +$12.8K ﹤0.01% 2051
2024
Q3 		$351K Sell
7,790
-4,311
-36% -$194K ﹤0.01% 2002
2024
Q2 		$524K Sell
12,101
-197
-2% -$9.09K ﹤0.01% 1747
2024
Q1 		$634K Sell
12,298
-74
-0.6% -$3.68K ﹤0.01% 1508
2023
Q4 		$655K Buy
12,372
+23
+0.2% +$1.14K 0.01% 1361
2023
Q3 		$604K Buy
12,349
+285
+2% +$14.2K 0.01% 1265
2023
Q2 		$571K Buy
12,064
+928
+8% +$40K 0.01% 1263
2023
Q1 		$491K Sell
11,136
-976
-8% -$51.3K 0.01% 1292
2022
Q4 		$621K Sell
12,112
-691
-5% -$36.1K 0.01% 1272
2022
Q3 		$556K Buy
12,803
+562
+5% +$25.6K 0.01% 1261
2022
Q2 		$502K Sell
12,241
-521
-4% -$25.1K 0.01% 1325
2022
Q1 		$659K Buy
12,762
+382
+3% +$20.4K 0.01% 1132
2021
Q4 		$641K Buy
12,380
+84
+0.7% +$4.3K 0.01% 1183
2021
Q3 		$556K Buy
12,296
+7,705
+168% +$347K 0.01% 1330
2021
Q2 		$209K Buy
+4,591
New +$216K ﹤0.01% 1837

Other funds holding BHF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's BHF Position: Q3 2026 in Review

Kestra Advisory Services increased its Brighthouse Financial (BHF) stake by 0.24% in Q3 2026, buying an estimated $807 and bringing the position to 5,844 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Kestra Advisory Services first reported a position in BHF in Q2 2021 and has held it in 22 quarters since. The position peaked at $659K in Q1 2022. 217 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

  • Kestra Advisory Services held 5,844 shares of Brighthouse Financial worth $292K as of Q3 2026.
  • Kestra Advisory Services bought 14 Brighthouse Financial shares in Q3 2026, an estimated $807.
  • Brighthouse Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2996 holding.
  • Kestra Advisory Services first reported a position in Brighthouse Financial in Q2 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's Brighthouse Financial position peaked at $659K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.