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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
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% -$3.67K ﹤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 $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

Kestra Advisory Services's BHF Position: Q2 2026 in Review

Kestra Advisory Services reduced its Brighthouse Financial (BHF) stake by 0.77% in Q2 2026, selling an estimated $2.8K and leaving 5,830 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Kestra Advisory Services first reported a position in BHF in Q2 2021 and has held it in 21 quarters since. The position peaked at $659K in Q1 2022. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Kestra Advisory Services held 5,830 shares of Brighthouse Financial worth $369K as of Q2 2026.
  • Kestra Advisory Services sold 45 Brighthouse Financial shares in Q2 2026, an estimated $2.8K.
  • Brighthouse Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2580 holding.
  • Kestra Advisory Services first reported a position in Brighthouse Financial in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Brighthouse Financial position peaked at $659K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.