Matthew Hamilton Rosenberg’s Brighthouse Financial BHF Stock Holding History

Matthew Hamilton Rosenberg’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	$599	Hold	12	–	–	﹤0.01%	796
2026 Q2	$760	Hold	12	–	–	﹤0.01%	764
2026 Q1	$719	Hold	12	–	–	﹤0.01%	772
2025 Q4	$777	Hold	12	–	–	﹤0.01%	775
2025 Q3	$637	Hold	12	–	–	﹤0.01%	780
2025 Q2	$645	Hold	12	–	–	﹤0.01%	808
2025 Q1	$696	Hold	12	–	–	﹤0.01%	790
2024 Q4	$576	Hold	12	–	–	﹤0.01%	777
2024 Q3	$540	Hold	12	–	–	﹤0.01%	798
2024 Q2	$520	Hold	12	–	–	﹤0.01%	763
2024 Q1	$611	Hold	12	–	–	﹤0.01%	794
2023 Q4	$635	Hold	12	–	–	﹤0.01%	809
2023 Q3	$587	Hold	12	–	–	﹤0.01%	813
2023 Q2	$568	Hold	12	–	–	﹤0.01%	830
2023 Q1	$529	Hold	12	–	–	﹤0.01%	874
2022 Q4	$615	Buy	+12	New	+$627	﹤0.01%	852
2022 Q3	–	Sell	-12	Closed	-$1K	–	857
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	767
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	730
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	705
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	674
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	577
2021 Q1	$1K	Buy	+12	New	+$493	﹤0.01%	547

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

Matthew Hamilton Rosenberg's BHF Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Brighthouse Financial (BHF) position steady in Q3 2026 at 12 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Matthew Hamilton Rosenberg first reported a position in BHF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1K in Q2 2022. 22 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Matthew Hamilton Rosenberg held 12 shares of Brighthouse Financial worth $599 as of Q3 2026.
Matthew Hamilton Rosenberg left its Brighthouse Financial share count unchanged in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #796 holding.
Matthew Hamilton Rosenberg first reported a position in Brighthouse Financial in Q1 2021 and has held it in 22 quarters since.
Matthew Hamilton Rosenberg's Brighthouse Financial position peaked at $1K in Q2 2022.
22 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.