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Medallion Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Medallion 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 		– Sell
-4
Closed -$240 – 1227
2026
Q1 		$240 Hold
4
– – ﹤0.01% 1095
2025
Q4 		$259 Hold
4
– – ﹤0.01% 1089
2025
Q3 		$212 Hold
4
– – ﹤0.01% 1080
2025
Q2 		$215 Hold
4
– – ﹤0.01% 1067
2025
Q1 		$232 Hold
4
– – ﹤0.01% 1043
2024
Q4 		$232 Buy
+4
New +$195 ﹤0.01% 983

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

Medallion Wealth Advisors's BHF Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Brighthouse Financial (BHF) in Q2 2026, closing a stake of 4 shares — an estimated $240 sold.

Medallion Wealth Advisors first reported a position in BHF in Q4 2024 and held it in 6 quarters. The position peaked at $259 in Q4 2025. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Brighthouse Financial position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 4 Brighthouse Financial shares in Q2 2026, an estimated $240.
  • Medallion Wealth Advisors first reported a position in Brighthouse Financial in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Brighthouse Financial position peaked at $259 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.