Mark Sheptoff Financial Planning’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.34K | Hold |
37
| – | – | ﹤0.01% | 485 |
|
|
2026
Q1 | $2.32K | Hold |
37
| – | – | ﹤0.01% | 475 |
|
|
2025
Q4 | $2.4K | Hold |
37
| – | – | ﹤0.01% | 473 |
|
|
2025
Q3 | $1.96K | Buy |
37
+19
| +106% | +$928 | ﹤0.01% | 450 |
|
|
2025
Q2 | $968 | Hold |
18
| – | – | ﹤0.01% | 489 |
|
|
2025
Q1 | $1.04K | Hold |
18
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $865 | Hold |
18
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $811 | Hold |
18
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $780 | Hold |
18
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $928 | Hold |
18
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $953 | Hold |
18
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $881 | Hold |
18
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $852 | Hold |
18
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $794 | Hold |
18
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $923 | Hold |
18
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $0 | Sell |
18
-24
| -57% | -$849 | ﹤0.01% | 343 |
|
|
2019
Q4 | $2K | Sell |
42
-12
| -22% | -$472 | ﹤0.01% | 337 |
|
|
2019
Q3 | $2K | Buy |
54
+18
| +50% | +$670 | ﹤0.01% | 331 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 334 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 342 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 353 |
|
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 352 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 347 |
|
|
2017
Q3 | $2K | Buy |
+36
| New | +$2.05K | ﹤0.01% | 345 |
|
Other funds holding BHF
DCM
Mark Sheptoff Financial Planning's BHF Position: Q2 2026 in Review
Mark Sheptoff Financial Planning held its Brighthouse Financial (BHF) position steady in Q2 2026 at 37 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #485.
Mark Sheptoff Financial Planning first reported a position in BHF in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.4K in Q4 2025. 473 funds tracked by Wall St. Rank hold BHF as of Q2 2026.
- Mark Sheptoff Financial Planning held 37 shares of Brighthouse Financial worth $2.34K as of Q2 2026.
- Mark Sheptoff Financial Planning left its Brighthouse Financial share count unchanged in Q2 2026.
- Brighthouse Financial made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #485 holding.
- Mark Sheptoff Financial Planning first reported a position in Brighthouse Financial in Q3 2017 and has held it in 36 quarters since.
- Mark Sheptoff Financial Planning's Brighthouse Financial position peaked at $2.4K in Q4 2025.
- 473 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.