Pathstone Holdings
BHF icon

Pathstone Holdings’s Brighthouse Financial BHF Stock Holding History

Pathstone Holdings’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 		$472K Buy
7,458
+3,323
+80% +$207K ﹤0.01% 1896
2026
Q1 		$248K Sell
4,135
-3,598
-47% -$225K ﹤0.01% 2028
2025
Q4 		$501K Sell
7,733
-452
-6% -$26.6K ﹤0.01% 1746
2025
Q3 		$434K Sell
8,185
-1,264
-13% -$61.7K ﹤0.01% 1833
2025
Q2 		$508K Sell
9,449
-630
-6% -$35.4K ﹤0.01% 1714
2025
Q1 		$585K Buy
10,079
+145
+1% +$8.1K ﹤0.01% 1644
2024
Q4 		$477K Buy
9,934
+276
+3% +$13.5K ﹤0.01% 1735
2024
Q3 		$435K Sell
9,658
-591
-6% -$26.6K ﹤0.01% 1797
2024
Q2 		$444K Sell
10,249
-1,677
-14% -$77.4K ﹤0.01% 1760
2024
Q1 		$615K Buy
11,926
+3,411
+40% +$169K ﹤0.01% 1577
2023
Q4 		$451K Buy
+8,515
New +$423K ﹤0.01% 1572

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

Pathstone Holdings's BHF Position: Q2 2026 in Review

Pathstone Holdings increased its Brighthouse Financial (BHF) stake by 80% in Q2 2026, buying an estimated $207K and bringing the position to 7,458 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Pathstone Holdings first reported a position in BHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q1 2024. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Pathstone Holdings held 7,458 shares of Brighthouse Financial worth $472K as of Q2 2026.
  • Pathstone Holdings bought 3,323 Brighthouse Financial shares in Q2 2026, an estimated $207K.
  • Brighthouse Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1896 holding.
  • Pathstone Holdings first reported a position in Brighthouse Financial in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Brighthouse Financial position peaked at $615K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.