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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Brighthouse Financial (BHF) stake by 764% in Q1 2026, buying an estimated $5.24K and bringing the position to 95 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Pinnacle Wealth Planning Services first reported a position in BHF in Q4 2020 and has held it in 3 quarters since. The position peaked at $54K in Q4 2020. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 95 shares of Brighthouse Financial worth $5.69K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 84 Brighthouse Financial shares in Q1 2026, an estimated $5.24K.
  • Brighthouse Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2221 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brighthouse Financial in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Brighthouse Financial position peaked at $54K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.