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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Matthew Hamilton Rosenberg's BHF Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Brighthouse Financial (BHF) position steady in Q2 2026 at 12 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Matthew Hamilton Rosenberg first reported a position in BHF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1K in Q2 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Matthew Hamilton Rosenberg held 12 shares of Brighthouse Financial worth $760 as of Q2 2026.
Matthew Hamilton Rosenberg left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #764 holding.
Matthew Hamilton Rosenberg first reported a position in Brighthouse Financial in Q1 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's Brighthouse Financial position peaked at $1K in Q2 2022.
472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.