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LRI Investments’s Brighthouse Financial BHF Stock Holding History

LRI Investments’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 		$8.1K Buy
128
+8
+7% +$498 ﹤0.01% 1017
2026
Q1 		$7.19K Hold
120
– – ﹤0.01% 981
2025
Q4 		$7.77K Hold
120
– – ﹤0.01% 933
2025
Q3 		$6.37K Hold
120
– – ﹤0.01% 985
2025
Q2 		$6.45K Hold
120
– – ﹤0.01% 945
2025
Q1 		$6.96K Hold
120
– – ﹤0.01% 862
2024
Q4 		$5.76K Hold
120
– – ﹤0.01% 896
2024
Q3 		$6.13K Hold
120
– – ﹤0.01% 887
2024
Q2 		$5.2K Hold
120
– – ﹤0.01% 883
2024
Q1 		$6.18K Buy
+120
New +$5.96K ﹤0.01% 590

Other funds holding BHF

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

LRI Investments's BHF Position: Q2 2026 in Review

LRI Investments increased its Brighthouse Financial (BHF) stake by 6.7% in Q2 2026, buying an estimated $498 and bringing the position to 128 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

LRI Investments first reported a position in BHF in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • LRI Investments held 128 shares of Brighthouse Financial worth $8.1K as of Q2 2026.
  • LRI Investments bought 8 Brighthouse Financial shares in Q2 2026, an estimated $498.
  • Brighthouse Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1017 holding.
  • LRI Investments first reported a position in Brighthouse Financial in Q1 2024 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.