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MBM Wealth Consultants’s Brighthouse Financial BHF Stock Holding History

MBM Wealth Consultants’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 		– Sell
-5
Closed -$299 – 150
2026
Q1 		$299 Buy
+5
New +$312 ﹤0.01% 375
2023
Q2 		– Sell
-7
Closed – – 115
2023
Q1 		$0 Hold
7
– – ﹤0.01% 282
2022
Q4 		$1K Hold
7
– – ﹤0.01% 318
2022
Q3 		$0 Hold
7
– – ﹤0.01% 267
2022
Q2 		$0 Sell
7
-15
-68% -$724 ﹤0.01% 278
2022
Q1 		$1K Buy
22
+15
+214% +$800 ﹤0.01% 292
2021
Q4 		$0 Hold
7
– – ﹤0.01% 292
2021
Q3 		$0 Hold
7
– – ﹤0.01% 286
2021
Q2 		$0 Hold
7
– – ﹤0.01% 264
2021
Q1 		$0 Hold
7
– – ﹤0.01% 257
2020
Q4 		$0 Hold
7
– – ﹤0.01% 236
2020
Q3 		$0 Hold
7
– – ﹤0.01% 228
2020
Q2 		$0 Hold
7
– – ﹤0.01% 210
2020
Q1 		$0 Hold
7
– – ﹤0.01% 201
2019
Q4 		$0 Sell
7
-4
-36% -$157 ﹤0.01% 211
2019
Q3 		$0 Hold
11
– – ﹤0.01% 209
2019
Q2 		$0 Hold
11
– – ﹤0.01% 227
2019
Q1 		$0 Hold
11
– – ﹤0.01% 216
2018
Q4 		$0 Buy
+11
New +$429 ﹤0.01% 231

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

MBM Wealth Consultants's BHF Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 5 shares — an estimated $299 sold.

MBM Wealth Consultants first reported a position in BHF in Q4 2018 and held it in 19 quarters. The position peaked at $1K in Q4 2022. 472 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 5 Brighthouse Financial shares in Q2 2026, an estimated $299.
  • MBM Wealth Consultants first reported a position in Brighthouse Financial in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's Brighthouse Financial position peaked at $1K in Q4 2022.
  • 472 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.