Physician Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Physician 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	$1.27K	Hold	20	–	–	﹤0.01%	1722
2026 Q1	$1.2K	Hold	20	–	–	﹤0.01%	1576
2025 Q4	$1.3K	Sell	20 -79	-80%	-$4.64K	﹤0.01%	1487
2025 Q3	$5.25K	Hold	99	–	–	﹤0.01%	912
2025 Q2	$5.32K	Buy	99 +79	+395%	+$4.44K	﹤0.01%	780
2025 Q1	$1.16K	Hold	20	–	–	﹤0.01%	989
2024 Q4	$961	Buy	+20	New	+$977	﹤0.01%	953

Other funds holding BHF

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

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

Physician Wealth Advisors 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 #1722.

Physician Wealth Advisors first reported a position in BHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32K in Q2 2025. 170 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

Physician Wealth Advisors held 20 shares of Brighthouse Financial worth $1.27K as of Q2 2026.
Physician Wealth Advisors left its Brighthouse Financial share count unchanged in Q2 2026.
Brighthouse Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1722 holding.
Physician Wealth Advisors first reported a position in Brighthouse Financial in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Brighthouse Financial position peaked at $5.32K in Q2 2025.
170 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.