Marquette Asset Management’s Brighthouse Financial BHF Stock Holding History

Marquette Asset Management’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 Q3	$2.35K	Buy	+47	New	+$2.71K	﹤0.01%	501
2024 Q4	–	Sell	-15	Closed	-$676	–	193
2024 Q3	$676	Hold	15	–	–	﹤0.01%	228
2024 Q2	$651	Hold	15	–	–	﹤0.01%	189
2024 Q1	$774	Hold	15	–	–	﹤0.01%	193
2023 Q4	$794	Sell	15 -3	-17%	-$149	﹤0.01%	191
2023 Q3	$881	Hold	18	–	–	﹤0.01%	278
2023 Q2	$853	Hold	18	–	–	﹤0.01%	293
2023 Q1	$794	Hold	18	–	–	﹤0.01%	207
2022 Q4	$923	Hold	18	–	–	﹤0.01%	210
2022 Q3	$1K	Buy	18 +15	+500%	+$683	﹤0.01%	224
2022 Q2	$0	Hold	3	–	–	﹤0.01%	300
2022 Q1	$0	Hold	3	–	–	﹤0.01%	355
2021 Q4	$0	Hold	3	–	–	﹤0.01%	263
2021 Q3	$0	Hold	3	–	–	﹤0.01%	259
2021 Q2	$0	Hold	3	–	–	﹤0.01%	238
2021 Q1	$0	Hold	3	–	–	﹤0.01%	238
2020 Q4	$0	Hold	3	–	–	﹤0.01%	229
2020 Q3	$0	Hold	3	–	–	﹤0.01%	221
2020 Q2	$0	Hold	3	–	–	﹤0.01%	242
2020 Q1	$0	Hold	3	–	–	﹤0.01%	247
2019 Q4	$0	Hold	3	–	–	﹤0.01%	236
2019 Q3	$0	Hold	3	–	–	﹤0.01%	264
2019 Q2	$0	Hold	3	–	–	﹤0.01%	257
2019 Q1	$0	Buy	+3	New	+$112	﹤0.01%	292

Other funds holding BHF

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Marquette Asset Management's BHF Position: Q3 2026 in Review

Marquette Asset Management opened a new position in Brighthouse Financial (BHF) in Q3 2026: 47 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in BHF as recently as Q3 2024.

Marquette Asset Management first reported a position in BHF in Q1 2019 and has held it in 24 quarters since. 22 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Marquette Asset Management held 47 shares of Brighthouse Financial worth $2.35K as of Q3 2026.
Brighthouse Financial was a new Marquette Asset Management position in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #501 holding.
Marquette Asset Management first reported a position in Brighthouse Financial in Q1 2019 and has held it in 24 quarters since.
22 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.