KAS
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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
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% -$3.67K ﹤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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kestra Advisory Services's BHF Position: Q1 2026 in Review

Kestra Advisory Services reduced its Brighthouse Financial (BHF) stake by 18% in Q1 2026, selling an estimated $79.2K and leaving 5,875 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Kestra Advisory Services first reported a position in BHF in Q2 2021 and has held it in 20 quarters since. The position peaked at $659K in Q1 2022. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Kestra Advisory Services held 5,875 shares of Brighthouse Financial worth $352K as of Q1 2026.
  • Kestra Advisory Services sold 1,268 Brighthouse Financial shares in Q1 2026, an estimated $79.2K.
  • Brighthouse Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2497 holding.
  • Kestra Advisory Services first reported a position in Brighthouse Financial in Q2 2021 and has held it in 20 quarters since.
  • Kestra Advisory Services's Brighthouse Financial position peaked at $659K in Q1 2022.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.