Pinnacle Wealth Planning Services’s Brighthouse Financial BHF Stock Holding History

Pinnacle Wealth Planning Services’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	$399	Sell	8 -95	-92%	-$5.47K	﹤0.01%	2720
2026 Q2	$6.52K	Buy	103 +8	+8%	+$498	﹤0.01%	2222
2026 Q1	$5.69K	Buy	95 +84	+764%	+$5.24K	﹤0.01%	2221
2025 Q4	$713	Buy	+11	New	+$646	﹤0.01%	2620
2021 Q1	–	Sell	-1,491	Closed	-$54K	–	536
2020 Q4	$54K	Buy	+1,491	New	+$50.1K	0.01%	754

Other funds holding BHF

GWI

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

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Brighthouse Financial (BHF) stake by 92% in Q3 2026, selling an estimated $5.47K and leaving 8 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Pinnacle Wealth Planning Services first reported a position in BHF in Q4 2020 and has held it in 5 quarters since. The position peaked at $54K in Q4 2020. 121 funds tracked by Wall St. Rank hold BHF as of Q3 2026.

Pinnacle Wealth Planning Services held 8 shares of Brighthouse Financial worth $399 as of Q3 2026.
Pinnacle Wealth Planning Services sold 95 Brighthouse Financial shares in Q3 2026, an estimated $5.47K.
Brighthouse Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2720 holding.
Pinnacle Wealth Planning Services first reported a position in Brighthouse Financial in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Brighthouse Financial position peaked at $54K in Q4 2020.
121 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.