MFT
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Moisand Fitzgerald Tamayo’s Brighthouse Financial BHF Stock Holding History

Moisand Fitzgerald Tamayo’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 		$1.27K Hold
20
– – ﹤0.01% 508
2026
Q1 		$1.2K Hold
20
– – ﹤0.01% 485
2025
Q4 		$1.3K Hold
20
– – ﹤0.01% 480
2025
Q3 		$1.06K Hold
20
– – ﹤0.01% 536
2025
Q2 		$1.08K Buy
20
+7
+54% +$393 ﹤0.01% 536
2025
Q1 		$754 Buy
13
+7
+117% +$391 ﹤0.01% 548
2024
Q4 		$289 Hold
6
– – ﹤0.01% 583
2024
Q3 		$271 Hold
6
– – ﹤0.01% 599
2024
Q2 		$261 Hold
6
– – ﹤0.01% 575
2024
Q1 		$310 Hold
6
– – ﹤0.01% 548
2023
Q4 		$318 Hold
6
– – ﹤0.01% 618
2023
Q3 		$294 Hold
6
– – ﹤0.01% 731
2023
Q2 		$285 Hold
6
– – ﹤0.01% 727
2023
Q1 		$265 Hold
6
– – ﹤0.01% 758
2022
Q4 		$308 Hold
6
– – ﹤0.01% 749
2022
Q3 		$0 Sell
6
-7
-54% -$319 ﹤0.01% 708
2022
Q2 		$1K Sell
13
-1
-7% -$48 ﹤0.01% 470
2022
Q1 		$1K Buy
14
+8
+133% +$427 ﹤0.01% 438
2021
Q4 		$0 Buy
+6
New +$307 ﹤0.01% 382
2020
Q4 		– Sell
-11
Closed – – 356
2020
Q3 		$0 Buy
11
+7
+175% +$203 ﹤0.01% 325
2020
Q2 		$0 Hold
4
– – ﹤0.01% 315
2020
Q1 		$0 Buy
+4
New +$141 ﹤0.01% 256

Other funds holding BHF

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BHF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Brighthouse Financial (BHF) position steady in Q2 2026 at 20 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Moisand Fitzgerald Tamayo first reported a position in BHF in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.3K in Q4 2025. 83 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 20 shares of Brighthouse Financial worth $1.27K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #508 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Brighthouse Financial in Q1 2020 and has held it in 22 quarters since.
  • Moisand Fitzgerald Tamayo's Brighthouse Financial position peaked at $1.3K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.