Meriwether Wealth & Planning’s Brighthouse Financial BHF Stock Holding History

Meriwether Wealth & Planning’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	$4.69K	Buy	+94	New	+$5.42K	﹤0.01%	522

Other funds holding BHF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Meriwether Wealth & Planning's BHF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Brighthouse Financial (BHF) in Q3 2026: 94 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

265 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Meriwether Wealth & Planning held 94 shares of Brighthouse Financial worth $4.69K as of Q3 2026.
Brighthouse Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Brighthouse Financial made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #522 holding.
265 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.