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Marshall & Sterling Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$633 Hold
10
– – ﹤0.01% 315
2026
Q1 		$599 Hold
10
– – ﹤0.01% 317
2025
Q4 		$648 Hold
10
– – ﹤0.01% 317
2025
Q3 		$531 Hold
10
– – ﹤0.01% 624
2025
Q2 		$538 Hold
10
– – ﹤0.01% 605
2025
Q1 		$580 Hold
10
– – ﹤0.01% 611
2024
Q4 		$480 Buy
+10
New +$489 ﹤0.01% 344

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

Marshall & Sterling Wealth Advisors's BHF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q2 2026 at 10 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Marshall & Sterling Wealth Advisors first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $648 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 10 shares of Brighthouse Financial worth $633 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Brighthouse Financial position peaked at $648 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.