Mark Sheptoff Financial Planning’s Brighthouse Financial BHF Stock Holding History

Mark Sheptoff Financial Planning’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's BHF Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Brighthouse Financial (BHF) position steady in Q1 2026 at 37 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Mark Sheptoff Financial Planning first reported a position in BHF in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.4K in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

Mark Sheptoff Financial Planning held 37 shares of Brighthouse Financial worth $2.32K as of Q1 2026.
Mark Sheptoff Financial Planning left its Brighthouse Financial share count unchanged in Q1 2026.
Brighthouse Financial made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #475 holding.
Mark Sheptoff Financial Planning first reported a position in Brighthouse Financial in Q3 2017 and has held it in 35 quarters since.
Mark Sheptoff Financial Planning's Brighthouse Financial position peaked at $2.4K in Q4 2025.
465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.