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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Medallion Wealth Advisors's BHF Position: Q1 2026 in Review

Medallion Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q1 2026 at 4 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Medallion Wealth Advisors first reported a position in BHF in Q4 2024 and has held it in 6 quarters since. The position peaked at $259 in Q4 2025. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Medallion Wealth Advisors held 4 shares of Brighthouse Financial worth $240 as of Q1 2026.
  • Medallion Wealth Advisors left its Brighthouse Financial share count unchanged in Q1 2026.
  • Brighthouse Financial made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1095 holding.
  • Medallion Wealth Advisors first reported a position in Brighthouse Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Brighthouse Financial position peaked at $259 in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.